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 | $255,165 | $138,065+84.8% | $123,544+106.5% | $135,375+88.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.27% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,101 | $5,151-39.8% | $4,628-33.0% | $4,779-35.1% |
| Participant deferral / active EE | $12,125 | $6,799+78.3% | $6,426+88.7% | $5,609+116.2% |
| Admin fee / account holder | $7,843 | $10,916-28.2% | $9,284-15.5% | $10,827-27.6% |