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 | $331,771 | $138,065+140.3% | $123,544+168.5% | $135,375+145.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -2.92% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $14,700 | $5,151+185.4% | $4,628+217.7% | $4,779+207.6% |
| Participant deferral / active EE | $13,287 | $6,799+95.4% | $6,426+106.8% | $5,609+136.9% |
| Admin fee / account holder | $34,463 | $10,916+215.7% | $9,284+271.2% | $10,827+218.3% |