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 | $390,302 | $83,908+365.2% | $68,509+469.7% | $125,391+211.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.28% | 14.48%-14.8pp | 8.27%-8.5pp | 282.22%-282.5pp |
| Employer contribution / active EE | $3,631 | $3,031+19.8% | $2,278+59.4% | $4,866-25.4% |
| Participant deferral / active EE | $12,682 | $4,125+207.4% | $3,382+274.9% | $5,352+137.0% |
| Admin fee / account holder | $170,274 | $8,982+1795.7% | $5,275+3128.1% | $9,540+1684.8% |