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 | $287,907 | $138,044+108.6% | $125,339+129.7% | $134,475+114.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -7.42% | 750.33%-757.7pp | 572.05%-579.5pp | 417.96%-425.4pp |
| Employer contribution / active EE | $2,971 | $5,243-43.3% | $4,814-38.3% | $4,740-37.3% |
| Participant deferral / active EE | $8,278 | $7,799+6.1% | $7,446+11.2% | $6,400+29.4% |
| Admin fee / account holder | $919 | $11,571-92.1% | $10,010-90.8% | $11,426-92.0% |