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 | $432,083 | $75,828+469.8% | $147,614+192.7% | $59,632+624.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.50% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $24,579 | $3,485+605.4% | $5,564+341.7% | $2,203+1015.9% |
| Participant deferral / active EE | $13,227 | $3,130+322.5% | $4,895+170.2% | $3,192+314.4% |
| Admin fee / account holder | $110,354 | $5,985+1743.8% | $11,611+850.4% | $4,297+2468.2% |