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 4-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 | $271,961 | $52,519+417.8% | $155,790+74.6% | $59,632+356.1% |
| Participation rate | 98.0% | 61.7%+36.3pp | 76.1%+21.9pp | 68.7%+29.4pp |
| Annual return | -1.32% | 53.51%-54.8pp | 71.54%-72.9pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $15,375 | $1,589+867.4% | $3,836+300.8% | $2,203+598.0% |
| Participant deferral / active EE | $11,381 | $3,084+269.0% | $4,797+137.3% | $3,192+256.6% |
| Admin fee / account holder | $10,591 | $3,540+199.2% | $7,478+41.6% | $4,297+146.5% |