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 | $275,316 | $138,044+99.4% | $125,339+119.7% | $134,475+104.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.80% | 750.33%-765.1pp | 572.05%-586.9pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,986 | $5,243-24.0% | $4,814-17.2% | $4,740-15.9% |
| Participant deferral / active EE | $3,801 | $7,799-51.3% | $7,446-48.9% | $6,400-40.6% |
| Admin fee / account holder | $11,352 | $11,571-1.9% | $10,010+13.4% | $11,426-0.7% |