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 | $302,608 | $93,024+225.3% | $77,024+292.9% | $134,475+125.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.84% | 62.60%-79.4pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $25,183 | $3,418+636.8% | $2,812+795.5% | $4,740+431.3% |
| Participant deferral / active EE | $15,053 | $5,238+187.4% | $4,426+240.1% | $6,400+135.2% |
| Admin fee / account holder | $5,641 | $6,944-18.8% | $5,425+4.0% | $11,426-50.6% |