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 | $445,221 | $167,484+165.8% | $151,611+193.7% | $134,475+231.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.72% | 7.80%-21.5pp | 3.33%-17.1pp | 417.96%-431.7pp |
| Employer contribution / active EE | $17,046 | $6,829+149.6% | $6,166+176.5% | $4,740+259.6% |
| Participant deferral / active EE | $7,142 | $8,986-20.5% | $8,363-14.6% | $6,400+11.6% |
| Admin fee / account holder | $640 | $13,783-95.4% | $11,616-94.5% | $11,426-94.4% |