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 | $423,509 | $77,813+444.3% | $123,544+242.8% | $64,186+559.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.68% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $4,923 | $3,014+63.4% | $4,628+6.4% | $2,381+106.8% |
| Participant deferral / active EE | $7,461 | $5,240+42.4% | $6,426+16.1% | $3,470+115.1% |
| Admin fee / account holder | $16,414 | $5,519+197.4% | $9,284+76.8% | $4,888+235.8% |