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 | $269,360 | $59,107+355.7% | $86,436+211.6% | $68,494+293.3% |
| Participation rate | 84.9% | 75.2%+9.7pp | 80.3%+4.6pp | 67.9%+17.0pp |
| Annual return | -14.29% | -0.23%-14.1pp | 4394.89%-4409.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $6,608 | $2,519+162.3% | $3,769+75.3% | $2,596+154.5% |
| Participant deferral / active EE | $10,051 | $5,901+70.3% | $6,952+44.6% | $4,027+149.6% |
| Admin fee / account holder | $2,867 | $5,637-49.1% | $6,731-57.4% | $5,403-46.9% |