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 | $1,175,464 | $158,817+640.1% | $121,196+869.9% | $135,375+768.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -3.64% | -0.64%-3.0pp | 16.93%-20.6pp | 519.73%-523.4pp |
| Employer contribution / active EE | $12,498 | $5,665+120.6% | $4,022+210.8% | $4,779+161.5% |
| Participant deferral / active EE | $15,518 | $4,005+287.5% | $3,344+364.0% | $5,609+176.7% |
| Admin fee / account holder | $7,958 | $6,512+22.2% | $5,019+58.5% | $10,827-26.5% |