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 | $595,676 | $190,805+212.2% | $159,960+272.4% | $134,475+343.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.59% | 552.23%-570.8pp | 408.60%-427.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $3,022 | $4,995-39.5% | $4,226-28.5% | $4,740-36.2% |
| Participant deferral / active EE | $19,838 | $6,923+186.5% | $6,182+220.9% | $6,400+210.0% |
| Admin fee / account holder | $9,244 | $10,471-11.7% | $8,698+6.3% | $11,426-19.1% |