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 | $255,956 | $105,126+143.5% | $94,646+170.4% | $139,434+83.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.62% | 38.03%-25.4pp | 156.71%-144.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $30,764 | $4,106+649.3% | $3,672+737.8% | $4,751+547.6% |
| Participant deferral / active EE | $20,000 | $7,599+163.2% | $7,418+169.6% | $6,710+198.1% |
| Admin fee / account holder | $1,963 | $8,984-78.2% | $7,231-72.9% | $11,403-82.8% |