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 | $273,951 | $67,331+306.9% | $60,874+350.0% | $134,475+103.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -16.13% | 49.93%-66.1pp | 16.90%-33.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $11,024 | $3,096+256.0% | $2,701+308.1% | $4,740+132.6% |
| Participant deferral / active EE | $10,806 | $4,538+138.1% | $3,817+183.1% | $6,400+68.9% |
| Admin fee / account holder | $24,386 | $4,582+432.2% | $3,224+656.3% | $11,426+113.4% |