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 | $338,790 | $73,867+358.6% | $143,757+135.7% | $68,494+394.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.13% | 1.01%-13.1pp | -0.04%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,996 | $3,184+88.3% | $4,951+21.1% | $2,596+130.9% |
| Participant deferral / active EE | $4,284 | $3,384+26.6% | $5,637-24.0% | $4,027+6.4% |
| Admin fee / account holder | $18,883 | $5,755+228.1% | $14,673+28.7% | $5,403+249.5% |