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 | $263,412 | $135,635+94.2% | $110,238+138.9% | $135,375+94.6% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -3.91% | 513.19%-517.1pp | 314.74%-318.6pp | 519.73%-523.6pp |
| Employer contribution / active EE | $13,271 | $4,906+170.5% | $3,826+246.8% | $4,779+177.7% |
| Participant deferral / active EE | $7,667 | $5,506+39.2% | $4,672+64.1% | $5,609+36.7% |
| Admin fee / account holder | $1,377 | $11,457-88.0% | $8,547-83.9% | $10,827-87.3% |