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 | $389,464 | $138,065+182.1% | $123,544+215.2% | $135,375+187.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.21% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $11,976 | $5,151+132.5% | $4,628+158.8% | $4,779+150.6% |
| Participant deferral / active EE | $10,082 | $6,799+48.3% | $6,426+56.9% | $5,609+79.8% |
| Admin fee / account holder | $1,845 | $10,916-83.1% | $9,284-80.1% | $10,827-83.0% |