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 9-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 | $527,379 | $138,065+282.0% | $123,544+326.9% | $135,375+289.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.53% | 153.68%-156.2pp | 119.20%-121.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $24,225 | $5,151+370.3% | $4,628+423.5% | $4,779+406.9% |
| Participant deferral / active EE | $21,500 | $6,799+216.2% | $6,426+234.6% | $5,609+283.3% |
| Admin fee / account holder | $1,511 | $10,916-86.2% | $9,284-83.7% | $10,827-86.0% |