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 | $379,683 | $67,331+463.9% | $60,874+523.7% | $134,475+182.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.78% | 49.93%-68.7pp | 16.90%-35.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,670 | $3,096+18.5% | $2,701+35.9% | $4,740-22.6% |
| Participant deferral / active EE | $18,375 | $4,538+304.9% | $3,817+381.4% | $6,400+187.1% |
| Admin fee / account holder | $2,322 | $4,582-49.3% | $3,224-28.0% | $11,426-79.7% |