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 7-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 | $281,791 | $167,307+68.4% | $143,757+96.0% | $134,475+109.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.60% | 0.46%-18.1pp | -0.04%-17.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $7,956 | $5,619+41.6% | $4,951+60.7% | $4,740+67.9% |
| Participant deferral / active EE | $11,706 | $6,446+81.6% | $5,637+107.7% | $6,400+82.9% |
| Admin fee / account holder | $13,091 | $18,088-27.6% | $14,673-10.8% | $11,426+14.6% |