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 | $371,925 | $99,640+273.3% | $86,436+330.3% | $134,475+176.6% |
| Participation rate | 90.0% | 82.0%+8.0pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.59% | 6782.58%-6798.2pp | 4394.89%-4410.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $5,796 | $4,400+31.7% | $3,769+53.8% | $4,740+22.3% |
| Participant deferral / active EE | $13,804 | $7,246+90.5% | $6,952+98.6% | $6,400+115.7% |
| Admin fee / account holder | $70,224 | $8,371+738.9% | $6,731+943.3% | $11,426+514.6% |