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 | $282,687 | $190,805+48.2% | $159,960+76.7% | $134,475+110.2% |
| Participation rate | 86.4% | 81.9%+4.4pp | 78.0%+8.4pp | 81.2%+5.1pp |
| Annual return | -20.09% | 552.23%-572.3pp | 408.60%-428.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,182 | $4,995-76.3% | $4,226-72.0% | $4,740-75.1% |
| Participant deferral / active EE | $11,573 | $6,923+67.2% | $6,182+87.2% | $6,400+80.8% |
| Admin fee / account holder | $31,896 | $10,471+204.6% | $8,698+266.7% | $11,426+179.2% |