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 4-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 | $500,744 | $167,484+199.0% | $151,611+230.3% | $134,475+272.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.08% | 7.80%-27.9pp | 3.33%-23.4pp | 417.96%-438.0pp |
| Employer contribution / active EE | $11,301 | $6,829+65.5% | $6,166+83.3% | $4,740+138.4% |
| Participant deferral / active EE | $30,250 | $8,986+236.6% | $8,363+261.7% | $6,400+372.7% |
| Admin fee / account holder | $1,643 | $13,783-88.1% | $11,616-85.9% | $11,426-85.6% |