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 | $746,169 | $138,044+440.5% | $125,339+495.3% | $134,475+454.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.28% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,028 | $5,243-42.3% | $4,814-37.1% | $4,740-36.1% |
| Participant deferral / active EE | $13,314 | $7,799+70.7% | $7,446+78.8% | $6,400+108.0% |
| Admin fee / account holder | $16,165 | $11,571+39.7% | $10,010+61.5% | $11,426+41.5% |