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 | $279,886 | $92,703+201.9% | $82,719+238.4% | $134,475+108.1% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -14.16% | 944.92%-959.1pp | 701.18%-715.3pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,710 | $3,274-17.2% | $3,009-10.0% | $4,740-42.8% |
| Participant deferral / active EE | $5,382 | $4,802+12.1% | $4,395+22.5% | $6,400-15.9% |
| Admin fee / account holder | $14,683 | $5,983+145.4% | $5,329+175.5% | $11,426+28.5% |