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 | $393,138 | $82,664+375.6% | $125,339+213.7% | $68,494+474.0% |
| Participation rate | 98.3% | 75.0%+23.3pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -14.85% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $9,665 | $3,381+185.8% | $4,814+100.8% | $2,596+272.2% |
| Participant deferral / active EE | $10,426 | $6,110+70.6% | $7,446+40.0% | $4,027+158.9% |
| Admin fee / account holder | $32,467 | $6,275+417.4% | $10,010+224.4% | $5,403+500.9% |