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 | $330,111 | $135,635+143.4% | $110,238+199.5% | $135,375+143.8% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.8%+2.5pp | 82.6%-0.3pp |
| Annual return | -8.54% | 513.19%-521.7pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $5,210 | $4,906+6.2% | $3,826+36.2% | $4,779+9.0% |
| Participant deferral / active EE | $6,913 | $5,506+25.5% | $4,672+48.0% | $5,609+23.3% |
| Admin fee / account holder | $3,195 | $11,457-72.1% | $8,547-62.6% | $10,827-70.5% |