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 | $677,021 | $167,307+304.7% | $143,757+370.9% | $134,475+403.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.26% | 0.46%-5.7pp | -0.04%-5.2pp | 417.96%-423.2pp |
| Employer contribution / active EE | $36,493 | $5,619+549.4% | $4,951+637.1% | $4,740+670.0% |
| Participant deferral / active EE | $23,750 | $6,446+268.5% | $5,637+321.3% | $6,400+271.1% |
| Admin fee / account holder | $458,941 | $18,088+2437.2% | $14,673+3027.8% | $11,426+3916.7% |