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 | $375,791 | $147,167+155.4% | $111,392+237.4% | $135,375+177.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 7.29% | -4.44%+11.7pp | -2.06%+9.4pp | 519.73%-512.4pp |
| Employer contribution / active EE | $14,028 | $5,204+169.6% | $4,328+224.1% | $4,779+193.6% |
| Participant deferral / active EE | $6,211 | $6,565-5.4% | $5,567+11.6% | $5,609+10.7% |
| Admin fee / account holder | $86,168 | $20,270+325.1% | $12,266+602.5% | $10,827+695.9% |