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 | $272,744 | $136,179+100.3% | $98,755+176.2% | $167,490+62.8% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 7.33% | 67.53%-60.2pp | 49.91%-42.6pp | 478.56%-471.2pp |
| Employer contribution / active EE | $18,707 | $2,631+610.9% | $2,067+804.8% | $4,837+286.7% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,494 | $5,031-70.3% | $4,076-63.4% | $12,309-87.9% |