See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,544 | $97,044+274.6% | $83,333+336.3% | $135,375+168.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.21% | 12.31%-19.5pp | 10.63%-17.8pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,370 | $4,143+5.5% | $3,379+29.3% | $4,779-8.6% |
| Participant deferral / active EE | $8,654 | $5,964+45.1% | $5,565+55.5% | $5,609+54.3% |
| Admin fee / account holder | $3,399 | $8,380-59.4% | $7,510-54.7% | $10,827-68.6% |