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 | $330,137 | $93,024+254.9% | $77,024+328.6% | $134,475+145.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.26% | 62.60%-78.9pp | 42.32%-58.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $20,501 | $3,418+499.8% | $2,812+629.0% | $4,740+332.5% |
| Participant deferral / active EE | $11,754 | $5,238+124.4% | $4,426+165.5% | $6,400+83.7% |
| Admin fee / account holder | $28,751 | $6,944+314.0% | $5,425+429.9% | $11,426+151.6% |