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 | $298,075 | $167,307+78.2% | $143,757+107.3% | $134,475+121.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -13.78% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $16,217 | $5,619+188.6% | $4,951+227.5% | $4,740+242.1% |
| Participant deferral / active EE | $7,450 | $6,446+15.6% | $5,637+32.2% | $6,400+16.4% |
| Admin fee / account holder | $161,920 | $18,088+795.2% | $14,673+1003.5% | $11,426+1317.1% |