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 3-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 | $324,045 | $154,117+110.3% | $129,995+149.3% | $139,434+132.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.30% | 32.48%-19.2pp | -137.18%+150.5pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,418 | $5,289-35.4% | $4,320-20.9% | $4,751-28.1% |
| Participant deferral / active EE | $16,628 | $6,710+147.8% | $5,820+185.7% | $6,710+147.8% |
| Admin fee / account holder | $8,427 | $14,007-39.8% | $10,614-20.6% | $11,403-26.1% |