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 | $285,140 | $77,813+266.4% | $123,544+130.8% | $64,186+344.2% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -4.26% | 12.48%-16.7pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $7,969 | $3,014+164.4% | $4,628+72.2% | $2,381+234.7% |
| Participant deferral / active EE | $7,238 | $5,240+38.1% | $6,426+12.7% | $3,470+108.6% |
| Admin fee / account holder | $13,989 | $5,519+153.5% | $9,284+50.7% | $4,888+186.2% |