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 | $267,355 | $160,055+67.0% | $140,016+90.9% | $135,375+97.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.95% | 911.38%-914.3pp | 651.12%-654.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,544 | $6,420-60.4% | $5,606-54.6% | $4,779-46.8% |
| Participant deferral / active EE | $12,759 | $7,642+67.0% | $6,927+84.2% | $5,609+127.5% |
| Admin fee / account holder | $18,925 | $13,328+42.0% | $10,705+76.8% | $10,827+74.8% |