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 | $423,534 | $93,024+355.3% | $77,024+449.9% | $134,475+215.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.27% | 62.60%-77.9pp | 42.32%-57.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $13,800 | $3,418+303.8% | $2,812+390.7% | $4,740+191.2% |
| Participant deferral / active EE | $19,934 | $5,238+280.6% | $4,426+350.3% | $6,400+211.5% |
| Admin fee / account holder | $2,163 | $6,944-68.8% | $5,425-60.1% | $11,426-81.1% |