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 | $294,986 | $142,344+107.2% | $119,609+146.6% | $134,475+119.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.82% | -12.44%-7.4pp | -14.97%-4.9pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,117 | $5,222-59.5% | $4,232-50.0% | $4,740-55.3% |
| Participant deferral / active EE | $9,340 | $6,469+44.4% | $5,602+66.7% | $6,400+45.9% |
| Admin fee / account holder | $6,913 | $13,584-49.1% | $10,323-33.0% | $11,426-39.5% |