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 7-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 | $260,222 | $228,332+14.0% | $185,823+40.0% | $158,922+63.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.31% | 40.80%-17.5pp | 35.95%-12.6pp | 302.83%-279.5pp |
| Employer contribution / active EE | $16,794 | $4,967+238.1% | $4,087+310.9% | $4,761+252.7% |
| Participant deferral / active EE | $23,833 | $6,415+271.6% | $5,632+323.2% | $5,982+298.4% |
| Admin fee / account holder | $3,954 | $11,864-66.7% | $9,500-58.4% | $11,246-64.8% |