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 | $359,803 | $138,065+160.6% | $123,544+191.2% | $135,375+165.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.53% | 153.68%-158.2pp | 119.20%-123.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,850 | $5,151-44.7% | $4,628-38.4% | $4,779-40.4% |
| Participant deferral / active EE | $7,121 | $6,799+4.7% | $6,426+10.8% | $5,609+27.0% |
| Admin fee / account holder | $5,544 | $10,916-49.2% | $9,284-40.3% | $10,827-48.8% |