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 | $301,147 | $165,984+81.4% | $164,813+82.7% | $145,922+106.4% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.55% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.7pp |
| Employer contribution / active EE | $16,356 | $5,273+210.2% | $4,341+276.8% | $4,660+251.0% |
| Participant deferral / active EE | $19,106 | $6,959+174.6% | $6,031+216.8% | $6,688+185.7% |
| Admin fee / account holder | $1,450 | $16,648-91.3% | $12,690-88.6% | $13,397-89.2% |