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 8-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 | $424,187 | $158,817+167.1% | $121,196+250.0% | $135,375+213.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.30% | -0.64%+0.9pp | 16.93%-16.6pp | 519.73%-519.4pp |
| Employer contribution / active EE | $27,500 | $5,665+385.5% | $4,022+583.8% | $4,779+475.5% |
| Participant deferral / active EE | $5,150 | $4,005+28.6% | $3,344+54.0% | $5,609-8.2% |
| Admin fee / account holder | $2,454 | $6,512-62.3% | $5,019-51.1% | $10,827-77.3% |