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 | $741,236 | $95,862+673.2% | $79,550+831.8% | $134,475+451.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.38% | -2.69%-7.7pp | 0.16%-10.5pp | 417.96%-428.3pp |
| Employer contribution / active EE | $2,352 | $3,128-24.8% | $2,413-2.5% | $4,740-50.4% |
| Participant deferral / active EE | $16,000 | $4,693+240.9% | $3,985+301.5% | $6,400+150.0% |
| Admin fee / account holder | $39,857 | $9,126+336.7% | $6,832+483.4% | $11,426+248.8% |