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 | $612,589 | $81,248+654.0% | $155,509+293.9% | $80,856+657.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.26% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $23,215 | $3,100+648.8% | $4,672+396.9% | $2,755+742.7% |
| Participant deferral / active EE | $21,345 | $3,452+518.4% | $5,626+279.4% | $4,296+396.9% |
| Admin fee / account holder | $4,644 | $7,997-41.9% | $15,912-70.8% | $6,918-32.9% |