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 5-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 | $379,528 | $167,307+126.8% | $143,757+164.0% | $134,475+182.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.45% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $5,070 | $5,619-9.8% | $4,951+2.4% | $4,740+7.0% |
| Participant deferral / active EE | $24,833 | $6,446+285.3% | $5,637+340.5% | $6,400+288.0% |
| Admin fee / account holder | $3,927 | $18,088-78.3% | $14,673-73.2% | $11,426-65.6% |