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 8-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 | $317,472 | $167,307+89.8% | $143,757+120.8% | $134,475+136.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.93% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $4,807 | $5,619-14.5% | $4,951-2.9% | $4,740+1.4% |
| Participant deferral / active EE | $5,275 | $6,446-18.2% | $5,637-6.4% | $6,400-17.6% |
| Admin fee / account holder | $1,065 | $18,088-94.1% | $14,673-92.7% | $11,426-90.7% |