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 | $823,185 | $138,044+496.3% | $125,339+556.8% | $134,475+512.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -6.74% | 750.33%-757.1pp | 572.05%-578.8pp | 417.96%-424.7pp |
| Employer contribution / active EE | $4,171 | $5,243-20.4% | $4,814-13.3% | $4,740-12.0% |
| Participant deferral / active EE | $8,704 | $7,799+11.6% | $7,446+16.9% | $6,400+36.0% |
| Admin fee / account holder | $2,949 | $11,571-74.5% | $10,010-70.5% | $11,426-74.2% |