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 | $449,603 | $190,805+135.6% | $159,960+181.1% | $134,475+234.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.29% | 552.23%-563.5pp | 408.60%-419.9pp | 417.96%-429.3pp |
| Employer contribution / active EE | $8,986 | $4,995+79.9% | $4,226+112.6% | $4,740+89.6% |
| Participant deferral / active EE | $8,000 | $6,923+15.6% | $6,182+29.4% | $6,400+25.0% |
| Admin fee / account holder | $457 | $10,471-95.6% | $8,698-94.7% | $11,426-96.0% |