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 | $370,672 | $135,635+173.3% | $110,238+236.2% | $135,375+173.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.14% | 513.19%-518.3pp | 314.74%-319.9pp | 519.73%-524.9pp |
| Employer contribution / active EE | $7,809 | $4,906+59.2% | $3,826+104.1% | $4,779+63.4% |
| Participant deferral / active EE | $20,667 | $5,506+275.3% | $4,672+342.4% | $5,609+268.5% |
| Admin fee / account holder | $4,855 | $11,457-57.6% | $8,547-43.2% | $10,827-55.2% |