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 | $256,321 | $138,044+85.7% | $125,339+104.5% | $134,475+90.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -13.40% | 750.33%-763.7pp | 572.05%-585.5pp | 417.96%-431.4pp |
| Employer contribution / active EE | $3,460 | $5,243-34.0% | $4,814-28.1% | $4,740-27.0% |
| Participant deferral / active EE | $10,680 | $7,799+36.9% | $7,446+43.4% | $6,400+66.9% |
| Admin fee / account holder | $465 | $11,571-96.0% | $10,010-95.4% | $11,426-95.9% |