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 | $291,668 | $88,594+229.2% | $70,092+316.1% | $134,475+116.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -20.60% | 442.67%-463.3pp | 190.73%-211.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $8,574 | $3,233+165.2% | $2,559+235.1% | $4,740+80.9% |
| Participant deferral / active EE | $8,090 | $4,772+69.5% | $3,849+110.2% | $6,400+26.4% |
| Admin fee / account holder | $2,615 | $10,441-75.0% | $6,267-58.3% | $11,426-77.1% |