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 | $523,696 | $93,024+463.0% | $77,024+579.9% | $134,475+289.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.20% | 62.60%-72.8pp | 42.32%-52.5pp | 417.96%-428.2pp |
| Employer contribution / active EE | $13,951 | $3,418+308.2% | $2,812+396.1% | $4,740+194.3% |
| Participant deferral / active EE | $6,270 | $5,238+19.7% | $4,426+41.6% | $6,400-2.0% |
| Admin fee / account holder | $51,518 | $6,944+641.9% | $5,425+849.6% | $11,426+350.9% |