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 7-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 | $269,246 | $167,307+60.9% | $143,757+87.3% | $134,475+100.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.82% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $8,754 | $5,619+55.8% | $4,951+76.8% | $4,740+84.7% |
| Participant deferral / active EE | $5,782 | $6,446-10.3% | $5,637+2.6% | $6,400-9.7% |
| Admin fee / account holder | $3,709 | $18,088-79.5% | $14,673-74.7% | $11,426-67.5% |