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 | $678,719 | $81,248+735.4% | $155,509+336.4% | $80,856+739.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 31.29% | 33.31%-2.0pp | 64.67%-33.4pp | 35.59%-4.3pp |
| Employer contribution / active EE | $32,982 | $3,100+963.9% | $4,672+605.9% | $2,755+1097.3% |
| Participant deferral / active EE | $21,170 | $3,452+513.3% | $5,626+276.3% | $4,296+392.8% |
| Admin fee / account holder | $193,723 | $7,997+2322.4% | $15,912+1117.5% | $6,918+2700.3% |