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 | $339,866 | $138,044+146.2% | $125,339+171.2% | $134,475+152.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.84% | 750.33%-762.2pp | 572.05%-583.9pp | 417.96%-429.8pp |
| Employer contribution / active EE | $18,662 | $5,243+255.9% | $4,814+287.7% | $4,740+293.7% |
| Participant deferral / active EE | $11,837 | $7,799+51.8% | $7,446+59.0% | $6,400+85.0% |
| Admin fee / account holder | $1,620 | $11,571-86.0% | $10,010-83.8% | $11,426-85.8% |