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 | $334,646 | $167,484+99.8% | $151,611+120.7% | $134,475+148.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.95% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-434.9pp |
| Employer contribution / active EE | $31,875 | $6,829+366.8% | $6,166+417.0% | $4,740+572.5% |
| Participant deferral / active EE | $21,763 | $8,986+142.2% | $8,363+160.2% | $6,400+240.1% |
| Admin fee / account holder | $63,992 | $13,783+364.3% | $11,616+450.9% | $11,426+460.1% |