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 6-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 | $470,343 | $167,307+181.1% | $143,757+227.2% | $134,475+249.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.25% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $63,600 | $5,619+1031.8% | $4,951+1184.6% | $4,740+1241.9% |
| Participant deferral / active EE | $38,700 | $6,446+500.4% | $5,637+586.5% | $6,400+504.7% |
| Admin fee / account holder | $27,271 | $18,088+50.8% | $14,673+85.9% | $11,426+138.7% |