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 7-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 | $388,425 | $167,307+132.2% | $143,757+170.2% | $134,475+188.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.85% | 0.46%-6.3pp | -0.04%-5.8pp | 417.96%-423.8pp |
| Employer contribution / active EE | $2,268 | $5,619-59.6% | $4,951-54.2% | $4,740-52.2% |
| Participant deferral / active EE | $10,738 | $6,446+66.6% | $5,637+90.5% | $6,400+67.8% |
| Admin fee / account holder | $630 | $18,088-96.5% | $14,673-95.7% | $11,426-94.5% |