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 | $452,688 | $167,307+170.6% | $143,757+214.9% | $134,475+236.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.04% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $27,844 | $5,619+395.5% | $4,951+462.4% | $4,740+487.5% |
| Participant deferral / active EE | $18,470 | $6,446+186.5% | $5,637+227.7% | $6,400+188.6% |
| Admin fee / account holder | $2,140 | $18,088-88.2% | $14,673-85.4% | $11,426-81.3% |