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 | $329,268 | $64,707+408.9% | $112,228+193.4% | $68,494+380.7% |
| Participation rate | 97.5% | 67.2%+30.3pp | 75.1%+22.4pp | 67.9%+29.6pp |
| Annual return | 47.16% | -11.40%+58.6pp | 27.45%+19.7pp | -7.84%+55.0pp |
| Employer contribution / active EE | $4,371 | $2,746+59.2% | $3,635+20.3% | $2,596+68.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $935 | $5,232-82.1% | $6,410-85.4% | $5,403-82.7% |