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 | $520,788 | $81,248+541.0% | $155,509+234.9% | $80,856+544.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.75% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $33,998 | $3,100+996.6% | $4,672+627.6% | $2,755+1134.1% |
| Participant deferral / active EE | $1,445 | $3,452-58.1% | $5,626-74.3% | $4,296-66.4% |
| Admin fee / account holder | $30,575 | $7,997+282.3% | $15,912+92.1% | $6,918+342.0% |