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 6-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 | $297,166 | $167,307+77.6% | $143,757+106.7% | $134,475+121.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.84% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $20,750 | $5,619+269.3% | $4,951+319.1% | $4,740+337.8% |
| Participant deferral / active EE | $15,375 | $6,446+138.5% | $5,637+172.8% | $6,400+140.2% |
| Admin fee / account holder | $2,066 | $18,088-88.6% | $14,673-85.9% | $11,426-81.9% |