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 | $393,747 | $160,055+146.0% | $140,016+181.2% | $135,375+190.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.44% | 911.38%-916.8pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $4,968 | $6,420-22.6% | $5,606-11.4% | $4,779+4.0% |
| Participant deferral / active EE | $12,317 | $7,642+61.2% | $6,927+77.8% | $5,609+119.6% |
| Admin fee / account holder | $16,278 | $13,328+22.1% | $10,705+52.1% | $10,827+50.3% |