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 | $270,598 | $135,635+99.5% | $110,238+145.5% | $135,375+99.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.82% | 513.19%-519.0pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,990 | $4,906+1.7% | $3,826+30.4% | $4,779+4.4% |
| Participant deferral / active EE | $9,121 | $5,506+65.6% | $4,672+95.2% | $5,609+62.6% |
| Admin fee / account holder | $5,818 | $11,457-49.2% | $8,547-31.9% | $10,827-46.3% |