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 | $412,239 | $177,572+132.2% | $154,803+166.3% | $142,382+189.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 30.31% | 65.07%-34.8pp | 58.88%-28.6pp | 217.08%-186.8pp |
| Employer contribution / active EE | $13,500 | $4,810+180.6% | $4,305+213.6% | $4,299+214.0% |
| Participant deferral / active EE | $18,058 | $6,272+187.9% | $5,540+225.9% | $6,507+177.5% |
| Admin fee / account holder | $525,373 | $16,786+3029.9% | $14,329+3566.5% | $12,624+4061.8% |