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 | $401,763 | $43,723+818.9% | $121,196+231.5% | $64,186+525.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -5.10% | 68.91%-74.0pp | 16.93%-22.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $10,713 | $1,296+726.4% | $4,022+166.4% | $2,381+350.0% |
| Participant deferral / active EE | $10,489 | $2,280+360.1% | $3,344+213.6% | $3,470+202.3% |
| Admin fee / account holder | $61,331 | $3,501+1651.8% | $5,019+1121.9% | $4,888+1154.7% |