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 | $382,225 | $133,958+185.3% | $112,228+240.6% | $134,475+184.2% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.1%+20.8pp | 81.2%+14.6pp |
| Annual return | -13.08% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.0pp |
| Employer contribution / active EE | $15,709 | $4,038+289.0% | $3,635+332.2% | $4,740+231.4% |
| Participant deferral / active EE | $9,047 | $5,291+71.0% | $4,728+91.3% | $6,400+41.4% |
| Admin fee / account holder | $17,919 | $7,489+139.3% | $6,410+179.5% | $11,426+56.8% |