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 3-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 | $415,107 | $65,561+533.2% | $86,188+381.6% | $75,163+452.3% |
| Participation rate | 84.4% | 60.5%+23.9pp | 69.0%+15.4pp | 67.2%+17.2pp |
| Annual return | 0.00% | 46.05%-46.1pp | 1168.45%-1168.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $15,290 | $1,553+884.8% | $2,380+542.4% | $2,670+472.7% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12,084 | $5,474+120.7% | $6,852+76.4% | $5,651+113.8% |