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 | $286,992 | $92,703+209.6% | $82,719+246.9% | $134,475+113.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -14.80% | 944.92%-959.7pp | 701.18%-716.0pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,582 | $3,274-51.7% | $3,009-47.4% | $4,740-66.6% |
| Participant deferral / active EE | $3,880 | $4,802-19.2% | $4,395-11.7% | $6,400-39.4% |
| Admin fee / account holder | $13,333 | $5,983+122.9% | $5,329+150.2% | $11,426+16.7% |