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 | $308,684 | $127,386+142.3% | $115,037+168.3% | $125,391+146.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.18% | 31.28%-32.5pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $3,496 | $5,166-32.3% | $4,608-24.1% | $4,866-28.1% |
| Participant deferral / active EE | $8,871 | $6,423+38.1% | $6,026+47.2% | $5,352+65.8% |
| Admin fee / account holder | $21,429 | $9,516+125.2% | $8,175+162.1% | $9,540+124.6% |