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 | $264,637 | $118,680+123.0% | $98,907+167.6% | $158,922+66.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $3,079 | $3,333-7.6% | $2,689+14.5% | $4,761-35.3% |
| Participant deferral / active EE | $3,129 | $5,088-38.5% | $4,244-26.3% | $5,982-47.7% |
| Admin fee / account holder | $766 | $10,131-92.4% | $6,642-88.5% | $11,246-93.2% |