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 | $381,794 | $95,862+298.3% | $79,550+379.9% | $134,475+183.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.99% | -2.69%-14.3pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,483 | $3,128+139.2% | $2,413+210.1% | $4,740+57.9% |
| Participant deferral / active EE | $17,110 | $4,693+264.6% | $3,985+329.3% | $6,400+167.4% |
| Admin fee / account holder | $3,396 | $9,126-62.8% | $6,832-50.3% | $11,426-70.3% |