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 | $304,133 | $138,044+120.3% | $125,339+142.6% | $134,475+126.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.78% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $10,087 | $5,243+92.4% | $4,814+109.5% | $4,740+112.8% |
| Participant deferral / active EE | $7,424 | $7,799-4.8% | $7,446-0.3% | $6,400+16.0% |
| Admin fee / account holder | $14,333 | $11,571+23.9% | $10,010+43.2% | $11,426+25.4% |