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 | $387,711 | $167,307+131.7% | $143,757+169.7% | $134,475+188.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.53% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $17,590 | $5,619+213.0% | $4,951+255.3% | $4,740+271.1% |
| Participant deferral / active EE | $12,816 | $6,446+98.8% | $5,637+127.4% | $6,400+100.3% |
| Admin fee / account holder | $10,141 | $18,088-43.9% | $14,673-30.9% | $11,426-11.2% |