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 | $825,187 | $228,332+261.4% | $185,823+344.1% | $158,922+419.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 22.88% | 40.80%-17.9pp | 35.95%-13.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $11,765 | $4,967+136.9% | $4,087+187.8% | $4,761+147.1% |
| Participant deferral / active EE | $23,260 | $6,415+262.6% | $5,632+313.0% | $5,982+288.8% |
| Admin fee / account holder | $9,112 | $11,864-23.2% | $9,500-4.1% | $11,246-19.0% |