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 | $262,456 | $93,024+182.1% | $77,024+240.7% | $134,475+95.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.18% | 62.60%-80.8pp | 42.32%-60.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $7,097 | $3,418+107.6% | $2,812+152.4% | $4,740+49.7% |
| Participant deferral / active EE | $6,798 | $5,238+29.8% | $4,426+53.6% | $6,400+6.2% |
| Admin fee / account holder | $10,536 | $6,944+51.7% | $5,425+94.2% | $11,426-7.8% |