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 6-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 | $423,306 | $93,024+355.1% | $77,024+449.6% | $134,475+214.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.09% | 62.60%-75.7pp | 42.32%-55.4pp | 417.96%-431.1pp |
| Employer contribution / active EE | $14,928 | $3,418+336.8% | $2,812+430.8% | $4,740+215.0% |
| Participant deferral / active EE | $11,458 | $5,238+118.8% | $4,426+158.9% | $6,400+79.0% |
| Admin fee / account holder | $13,076 | $6,944+88.3% | $5,425+141.0% | $11,426+14.4% |