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 | $721,179 | $138,044+422.4% | $125,339+475.4% | $134,475+436.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.78% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $7,100 | $5,243+35.4% | $4,814+47.5% | $4,740+49.8% |
| Participant deferral / active EE | $21,688 | $7,799+178.1% | $7,446+191.3% | $6,400+238.9% |
| Admin fee / account holder | $69,047 | $11,571+496.7% | $10,010+589.8% | $11,426+504.3% |