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 | $260,366 | $102,382+154.3% | $147,005+77.1% | $80,874+221.9% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 15.56% | 134.89%-119.3pp | 418.76%-403.2pp | 35.62%-20.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,703 | $6,646-29.2% | $8,070-41.7% | $4,297+9.5% |
| Admin fee / account holder | $23,193 | $7,942+192.0% | $13,006+78.3% | $6,935+234.4% |