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 | $281,234 | $138,065+103.7% | $123,544+127.6% | $135,375+107.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.60% | 153.68%-159.3pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $7,467 | $5,151+44.9% | $4,628+61.3% | $4,779+56.2% |
| Participant deferral / active EE | $17,049 | $6,799+150.8% | $6,426+165.3% | $5,609+204.0% |
| Admin fee / account holder | $4,357 | $10,916-60.1% | $9,284-53.1% | $10,827-59.8% |