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 | $268,434 | $180,449+48.8% | $154,107+74.2% | $135,375+98.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.46% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,173 | $6,035-30.9% | $5,298-21.2% | $4,779-12.7% |
| Participant deferral / active EE | $7,051 | $5,806+21.4% | $5,081+38.8% | $5,609+25.7% |
| Admin fee / account holder | $13,978 | $16,143-13.4% | $13,411+4.2% | $10,827+29.1% |