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 | $441,983 | $167,307+164.2% | $143,757+207.5% | $134,475+228.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.08% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $13,094 | $5,619+133.0% | $4,951+164.5% | $4,740+176.3% |
| Participant deferral / active EE | $14,691 | $6,446+127.9% | $5,637+160.6% | $6,400+129.6% |
| Admin fee / account holder | $5,717 | $18,088-68.4% | $14,673-61.0% | $11,426-50.0% |