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 | $374,260 | $167,307+123.7% | $143,757+160.3% | $134,475+178.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.25% | 0.46%-14.7pp | -0.04%-14.2pp | 417.96%-432.2pp |
| Employer contribution / active EE | $8,462 | $5,619+50.6% | $4,951+70.9% | $4,740+78.5% |
| Participant deferral / active EE | $10,274 | $6,446+59.4% | $5,637+82.3% | $6,400+60.5% |
| Admin fee / account holder | $3,875 | $18,088-78.6% | $14,673-73.6% | $11,426-66.1% |