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 | $251,873 | $93,024+170.8% | $77,024+227.0% | $134,475+87.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.59% | 62.60%-79.2pp | 42.32%-58.9pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,306 | $3,418+55.3% | $2,812+88.7% | $4,740+12.0% |
| Participant deferral / active EE | $7,696 | $5,238+46.9% | $4,426+73.9% | $6,400+20.3% |
| Admin fee / account holder | $18,469 | $6,944+166.0% | $5,425+240.4% | $11,426+61.6% |