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 | $415,084 | $160,055+159.3% | $140,016+196.5% | $135,375+206.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.60% | 911.38%-917.0pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,436 | $6,420-30.9% | $5,606-20.9% | $4,779-7.2% |
| Participant deferral / active EE | $13,862 | $7,642+81.4% | $6,927+100.1% | $5,609+147.2% |
| Admin fee / account holder | $50,789 | $13,328+281.1% | $10,705+374.4% | $10,827+369.1% |