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 | $270,247 | $148,534+81.9% | $135,903+98.9% | $139,434+93.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.37% | 79.19%-64.8pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,046 | $5,243-41.9% | $4,856-37.3% | $4,751-35.9% |
| Participant deferral / active EE | $13,640 | $8,100+68.4% | $7,758+75.8% | $6,710+103.3% |
| Admin fee / account holder | $17,173 | $12,400+38.5% | $10,762+59.6% | $11,403+50.6% |