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 | $304,057 | $93,024+226.9% | $77,024+294.8% | $134,475+126.1% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -16.26% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $9,286 | $3,418+171.7% | $2,812+230.2% | $4,740+95.9% |
| Participant deferral / active EE | $20,013 | $5,238+282.1% | $4,426+352.1% | $6,400+212.7% |
| Admin fee / account holder | $13,388 | $6,944+92.8% | $5,425+146.8% | $11,426+17.2% |