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 | $426,870 | $75,828+462.9% | $147,614+189.2% | $59,632+615.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.40% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $32,183 | $3,485+823.6% | $5,564+478.4% | $2,203+1361.1% |
| Participant deferral / active EE | $3,714 | $3,130+18.7% | $4,895-24.1% | $3,192+16.4% |
| Admin fee / account holder | $16,408 | $5,985+174.1% | $11,611+41.3% | $4,297+281.9% |