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 | $562,575 | $100,754+458.4% | $86,677+549.1% | $134,475+318.3% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -17.49% | 29.04%-46.5pp | 35.91%-53.4pp | 417.96%-435.5pp |
| Employer contribution / active EE | $4,212 | $3,489+20.7% | $2,836+48.5% | $4,740-11.1% |
| Participant deferral / active EE | $14,900 | $5,338+179.1% | $4,656+220.0% | $6,400+132.8% |
| Admin fee / account holder | $436 | $10,926-96.0% | $7,493-94.2% | $11,426-96.2% |