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 | $360,033 | $92,703+288.4% | $82,719+335.2% | $134,475+167.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -0.13% | 944.92%-945.1pp | 701.18%-701.3pp | 417.96%-418.1pp |
| Employer contribution / active EE | $10,556 | $3,274+222.4% | $3,009+250.8% | $4,740+122.7% |
| Participant deferral / active EE | $6,361 | $4,802+32.5% | $4,395+44.7% | $6,400-0.6% |
| Admin fee / account holder | $50,553 | $5,983+745.0% | $5,329+848.7% | $11,426+342.4% |