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 | $402,286 | $77,634+418.2% | $156,549+157.0% | $62,891+539.7% |
| Participation rate | 98.2% | 71.2%+27.0pp | 84.0%+14.2pp | 69.3%+28.9pp |
| Annual return | 7.22% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $16,201 | $3,444+370.5% | $5,501+194.5% | $2,281+610.3% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,860 | $5,561+77.3% | $13,027-24.3% | $4,296+129.5% |