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 5-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 | $347,500 | $93,024+273.6% | $77,024+351.2% | $134,475+158.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.90% | 62.60%-75.5pp | 42.32%-55.2pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,170 | $3,418-36.5% | $2,812-22.8% | $4,740-54.2% |
| Participant deferral / active EE | $35,722 | $5,238+582.0% | $4,426+707.0% | $6,400+458.2% |
| Admin fee / account holder | $14,574 | $6,944+109.9% | $5,425+168.6% | $11,426+27.5% |