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 | $358,337 | $180,449+98.6% | $154,107+132.5% | $135,375+164.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.70% | 888.09%-888.8pp | 735.12%-735.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $7,333 | $6,035+21.5% | $5,298+38.4% | $4,779+53.5% |
| Participant deferral / active EE | $4,173 | $5,806-28.1% | $5,081-17.9% | $5,609-25.6% |
| Admin fee / account holder | $1,417 | $16,143-91.2% | $13,411-89.4% | $10,827-86.9% |