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 | $355,860 | $93,024+282.5% | $77,024+362.0% | $134,475+164.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.72% | 62.60%-79.3pp | 42.32%-59.0pp | 417.96%-434.7pp |
| Employer contribution / active EE | $2,861 | $3,418-16.3% | $2,812+1.7% | $4,740-39.6% |
| Participant deferral / active EE | $4,448 | $5,238-15.1% | $4,426+0.5% | $6,400-30.5% |
| Admin fee / account holder | $39,278 | $6,944+465.6% | $5,425+624.0% | $11,426+243.8% |