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 5-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 | $319,827 | $211,958+50.9% | $169,463+88.7% | $135,375+136.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.72% | 3.26%-8.0pp | 1.83%-6.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $5,014 | $5,120-2.1% | $4,159+20.5% | $4,779+4.9% |
| Participant deferral / active EE | $18,054 | $6,075+197.2% | $5,277+242.1% | $5,609+221.9% |
| Admin fee / account holder | $12,301 | $11,471+7.2% | $9,109+35.0% | $10,827+13.6% |