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 | $379,011 | $167,307+126.5% | $143,757+163.6% | $134,475+181.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.68% | 0.46%-14.1pp | -0.04%-13.6pp | 417.96%-431.6pp |
| Employer contribution / active EE | $3,394 | $5,619-39.6% | $4,951-31.4% | $4,740-28.4% |
| Participant deferral / active EE | $25,155 | $6,446+290.3% | $5,637+346.2% | $6,400+293.1% |
| Admin fee / account holder | $9,235 | $18,088-48.9% | $14,673-37.1% | $11,426-19.2% |