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 | $951,342 | $197,825+380.9% | $155,790+510.7% | $125,391+658.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.11% | 86.74%-86.8pp | 71.54%-71.7pp | 282.22%-282.3pp |
| Employer contribution / active EE | $7,733 | $4,847+59.6% | $3,836+101.6% | $4,866+58.9% |
| Participant deferral / active EE | $15,180 | $5,630+169.6% | $4,797+216.5% | $5,352+183.7% |
| Admin fee / account holder | $4,515 | $9,545-52.7% | $7,478-39.6% | $9,540-52.7% |