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 | $252,651 | $138,044+83.0% | $125,339+101.6% | $134,475+87.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -14.77% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $3,101 | $5,243-40.9% | $4,814-35.6% | $4,740-34.6% |
| Participant deferral / active EE | $11,636 | $7,799+49.2% | $7,446+56.3% | $6,400+81.8% |
| Admin fee / account holder | $402 | $11,571-96.5% | $10,010-96.0% | $11,426-96.5% |