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 | $382,850 | $167,484+128.6% | $151,611+152.5% | $134,475+184.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.74% | 7.80%-24.5pp | 3.33%-20.1pp | 417.96%-434.7pp |
| Employer contribution / active EE | $11,265 | $6,829+65.0% | $6,166+82.7% | $4,740+137.7% |
| Participant deferral / active EE | $14,667 | $8,986+63.2% | $8,363+75.4% | $6,400+129.2% |
| Admin fee / account holder | $339 | $13,783-97.5% | $11,616-97.1% | $11,426-97.0% |