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 | $261,501 | $43,723+498.1% | $121,196+115.8% | $64,186+307.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -7.10% | 68.91%-76.0pp | 16.93%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $15,602 | $1,296+1103.7% | $4,022+288.0% | $2,381+555.3% |
| Participant deferral / active EE | $3,819 | $2,280+67.5% | $3,344+14.2% | $3,470+10.1% |
| Admin fee / account holder | $68,813 | $3,501+1865.5% | $5,019+1271.0% | $4,888+1307.8% |