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 | $251,786 | $64,707+289.1% | $112,228+124.4% | $68,494+267.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.04% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,673 | $2,746+70.2% | $3,635+28.6% | $2,596+80.0% |
| Participant deferral / active EE | $5,165 | $3,565+44.9% | $4,728+9.2% | $4,027+28.2% |
| Admin fee / account holder | $18,576 | $5,232+255.0% | $6,410+189.8% | $5,403+243.8% |