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 | $352,033 | $138,044+155.0% | $125,339+180.9% | $134,475+161.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.34% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $7,757 | $5,243+47.9% | $4,814+61.1% | $4,740+63.7% |
| Participant deferral / active EE | $23,367 | $7,799+199.6% | $7,446+213.8% | $6,400+265.1% |
| Admin fee / account holder | $24,503 | $11,571+111.8% | $10,010+144.8% | $11,426+114.5% |