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 | $372,635 | $93,024+300.6% | $77,024+383.8% | $134,475+177.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.84% | 62.60%-79.4pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,670 | $3,418+7.4% | $2,812+30.5% | $4,740-22.6% |
| Participant deferral / active EE | $15,400 | $5,238+194.0% | $4,426+247.9% | $6,400+140.6% |
| Admin fee / account holder | $44,778 | $6,944+544.8% | $5,425+725.4% | $11,426+291.9% |