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 | $443,722 | $190,805+132.6% | $159,960+177.4% | $134,475+230.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.57% | 552.23%-567.8pp | 408.60%-424.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,854 | $4,995-42.9% | $4,226-32.5% | $4,740-39.8% |
| Participant deferral / active EE | $8,293 | $6,923+19.8% | $6,182+34.1% | $6,400+29.6% |
| Admin fee / account holder | $19,967 | $10,471+90.7% | $8,698+129.6% | $11,426+74.8% |