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 | $254,799 | $92,703+174.9% | $82,719+208.0% | $134,475+89.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.09% | 944.92%-961.0pp | 701.18%-717.3pp | 417.96%-434.1pp |
| Employer contribution / active EE | $753 | $3,274-77.0% | $3,009-75.0% | $4,740-84.1% |
| Participant deferral / active EE | $7,531 | $4,802+56.8% | $4,395+71.4% | $6,400+17.7% |
| Admin fee / account holder | $53,505 | $5,983+794.4% | $5,329+904.1% | $11,426+368.3% |