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 | $519,751 | $95,971+441.6% | $74,550+597.2% | $135,375+283.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.36% | 56.96%-65.3pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $7,496 | $2,716+176.0% | $1,961+282.3% | $4,779+56.9% |
| Participant deferral / active EE | $18,475 | $3,843+380.7% | $3,108+494.4% | $5,609+229.4% |
| Admin fee / account holder | $3,552 | $6,522-45.5% | $5,060-29.8% | $10,827-67.2% |