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 | $370,246 | $75,828+388.3% | $147,614+150.8% | $59,632+520.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.13% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $30,015 | $3,485+761.4% | $5,564+439.4% | $2,203+1262.7% |
| Participant deferral / active EE | $1,279 | $3,130-59.2% | $4,895-73.9% | $3,192-59.9% |
| Admin fee / account holder | $8,509 | $5,985+42.2% | $11,611-26.7% | $4,297+98.0% |