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 | $322,582 | $180,449+78.8% | $154,107+109.3% | $135,375+138.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -6.12% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.9pp |
| Employer contribution / active EE | $11,238 | $6,035+86.2% | $5,298+112.1% | $4,779+135.2% |
| Participant deferral / active EE | $7,962 | $5,806+37.1% | $5,081+56.7% | $5,609+42.0% |
| Admin fee / account holder | $1,665 | $16,143-89.7% | $13,411-87.6% | $10,827-84.6% |