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 | $269,132 | $160,055+68.2% | $140,016+92.2% | $135,375+98.8% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -6.77% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $3,439 | $6,420-46.4% | $5,606-38.7% | $4,779-28.0% |
| Participant deferral / active EE | $6,503 | $7,642-14.9% | $6,927-6.1% | $5,609+15.9% |
| Admin fee / account holder | $302 | $13,328-97.7% | $10,705-97.2% | $10,827-97.2% |