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 | $317,024 | $167,307+89.5% | $143,757+120.5% | $134,475+135.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.60% | 0.46%-11.1pp | -0.04%-10.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $2,791 | $5,619-50.3% | $4,951-43.6% | $4,740-41.1% |
| Participant deferral / active EE | $16,384 | $6,446+154.2% | $5,637+190.6% | $6,400+156.0% |
| Admin fee / account holder | $158,707 | $18,088+777.4% | $14,673+981.6% | $11,426+1289.0% |