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 | $541,834 | $180,449+200.3% | $154,107+251.6% | $135,375+300.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.66% | 888.09%-893.8pp | 735.12%-740.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $9,065 | $6,035+50.2% | $5,298+71.1% | $4,779+89.7% |
| Participant deferral / active EE | $16,876 | $5,806+190.7% | $5,081+232.2% | $5,609+200.9% |
| Admin fee / account holder | $4,000 | $16,143-75.2% | $13,411-70.2% | $10,827-63.1% |