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 8-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 | $377,893 | $167,307+125.9% | $143,757+162.9% | $134,475+181.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.38% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $43,746 | $5,619+678.5% | $4,951+783.6% | $4,740+823.0% |
| Participant deferral / active EE | $24,359 | $6,446+277.9% | $5,637+332.1% | $6,400+280.6% |
| Admin fee / account holder | $17,936 | $18,088-0.8% | $14,673+22.2% | $11,426+57.0% |