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 10-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 | $816,868 | $81,248+905.4% | $155,509+425.3% | $80,856+910.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 27.88% | 33.31%-5.4pp | 64.67%-36.8pp | 35.59%-7.7pp |
| Employer contribution / active EE | $30,096 | $3,100+870.8% | $4,672+544.1% | $2,755+992.5% |
| Participant deferral / active EE | $19,108 | $3,452+453.6% | $5,626+239.6% | $4,296+344.8% |
| Admin fee / account holder | $709 | $7,997-91.1% | $15,912-95.5% | $6,918-89.8% |