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 | $350,893 | $92,703+278.5% | $82,719+324.2% | $134,475+160.9% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -17.60% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $7,005 | $3,274+114.0% | $3,009+132.8% | $4,740+47.8% |
| Participant deferral / active EE | $11,905 | $4,802+147.9% | $4,395+170.9% | $6,400+86.0% |
| Admin fee / account holder | $772 | $5,983-87.1% | $5,329-85.5% | $11,426-93.2% |