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 7-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 | $673,884 | $93,024+624.4% | $77,024+774.9% | $134,475+401.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.64% | 62.60%-76.2pp | 42.32%-56.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $5,126 | $3,418+50.0% | $2,812+82.3% | $4,740+8.2% |
| Participant deferral / active EE | $10,100 | $5,238+92.8% | $4,426+128.2% | $6,400+57.8% |
| Admin fee / account holder | $50,000 | $6,944+620.0% | $5,425+821.6% | $11,426+337.6% |