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 | $488,029 | $138,044+253.5% | $125,339+289.4% | $134,475+262.9% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -17.81% | 750.33%-768.1pp | 572.05%-589.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,974 | $5,243-43.3% | $4,814-38.2% | $4,740-37.3% |
| Participant deferral / active EE | $11,592 | $7,799+48.6% | $7,446+55.7% | $6,400+81.1% |
| Admin fee / account holder | $85,494 | $11,571+638.8% | $10,010+754.1% | $11,426+648.2% |