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 | $421,543 | $75,828+455.9% | $147,614+185.6% | $59,632+606.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.32% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $29,185 | $3,485+737.6% | $5,564+424.5% | $2,203+1225.0% |
| Participant deferral / active EE | $14,902 | $3,130+376.1% | $4,895+204.4% | $3,192+366.9% |
| Admin fee / account holder | $24,635 | $5,985+311.6% | $11,611+112.2% | $4,297+473.3% |