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 8-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 | $431,098 | $106,543+304.6% | $91,220+372.6% | $134,475+220.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.52% | 160.60%-174.1pp | 114.01%-127.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $10,211 | $3,331+206.6% | $2,850+258.3% | $4,740+115.4% |
| Participant deferral / active EE | $8,084 | $4,719+71.3% | $4,234+91.0% | $6,400+26.3% |
| Admin fee / account holder | $2,898 | $6,231-53.5% | $5,420-46.5% | $11,426-74.6% |