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 | $307,728 | $93,024+230.8% | $77,024+299.5% | $134,475+128.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.89% | 62.60%-78.5pp | 42.32%-58.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $26,945 | $3,418+688.4% | $2,812+858.2% | $4,740+468.5% |
| Participant deferral / active EE | $12,321 | $5,238+135.2% | $4,426+178.3% | $6,400+92.5% |
| Admin fee / account holder | $4,494 | $6,944-35.3% | $5,425-17.2% | $11,426-60.7% |