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 9-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 | $373,320 | $167,307+123.1% | $143,757+159.7% | $134,475+177.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.29% | 0.46%-11.8pp | -0.04%-11.2pp | 417.96%-429.3pp |
| Employer contribution / active EE | $2,230 | $5,619-60.3% | $4,951-55.0% | $4,740-53.0% |
| Participant deferral / active EE | $16,013 | $6,446+148.4% | $5,637+184.1% | $6,400+150.2% |
| Admin fee / account holder | $7,299 | $18,088-59.6% | $14,673-50.3% | $11,426-36.1% |