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 | $322,580 | $93,024+246.8% | $77,024+318.8% | $134,475+139.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.49% | 62.60%-77.1pp | 42.32%-56.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $3,421 | $3,418+0.1% | $2,812+21.6% | $4,740-27.8% |
| Participant deferral / active EE | $18,500 | $5,238+253.2% | $4,426+317.9% | $6,400+189.1% |
| Admin fee / account holder | $553 | $6,944-92.0% | $5,425-89.8% | $11,426-95.2% |