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 | $292,570 | $157,256+86.0% | $141,162+107.3% | $152,861+91.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 19.06% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $3,166 | $5,261-39.8% | $4,735-33.1% | $4,762-33.5% |
| Participant deferral / active EE | $10,271 | $7,109+44.5% | $6,709+53.1% | $5,850+75.6% |
| Admin fee / account holder | $129,298 | $12,120+966.8% | $10,261+1160.1% | $11,596+1015.0% |