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 6-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 | $259,814 | $176,056+47.6% | $159,436+63.0% | $167,490+55.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 110.50% | 331.75%-221.2pp | 263.57%-153.1pp | 478.56%-368.1pp |
| Employer contribution / active EE | $2,884 | $5,297-45.5% | $4,829-40.3% | $4,837-40.4% |
| Participant deferral / active EE | $13,085 | $7,750+68.8% | $7,352+78.0% | $6,341+106.3% |
| Admin fee / account holder | $6,100 | $12,554-51.4% | $10,799-43.5% | $12,309-50.4% |