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 | $295,628 | $100,773+193.4% | $88,946+232.4% | $142,382+107.6% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 14.01% | 70.18%-56.2pp | 57.82%-43.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $14,823 | $2,918+408.1% | $2,555+480.2% | $4,299+244.8% |
| Participant deferral / active EE | $17,154 | $5,230+228.0% | $4,581+274.4% | $6,507+163.6% |
| Admin fee / account holder | $39,196 | $9,693+304.4% | $8,261+374.5% | $12,624+210.5% |