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 | $255,322 | $75,828+236.7% | $147,614+73.0% | $59,632+328.2% |
| Participation rate | 86.3% | 71.6%+14.7pp | 84.6%+1.6pp | 68.7%+17.6pp |
| Annual return | -2.52% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $11,866 | $3,485+240.5% | $5,564+113.2% | $2,203+438.7% |
| Participant deferral / active EE | $7,838 | $3,130+150.4% | $4,895+60.1% | $3,192+145.6% |
| Admin fee / account holder | $39,339 | $5,985+557.3% | $11,611+238.8% | $4,297+815.5% |