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 | $820,309 | $93,024+781.8% | $77,024+965.0% | $134,475+510.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.36% | 62.60%-79.0pp | 42.32%-58.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,082 | $3,418-9.8% | $2,812+9.6% | $4,740-35.0% |
| Participant deferral / active EE | $11,003 | $5,238+110.1% | $4,426+148.6% | $6,400+71.9% |
| Admin fee / account holder | $104,820 | $6,944+1409.5% | $5,425+1832.1% | $11,426+817.4% |