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 5-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 | $362,183 | $138,044+162.4% | $125,339+189.0% | $134,475+169.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.25% | 750.33%-762.6pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $3,081 | $5,243-41.2% | $4,814-36.0% | $4,740-35.0% |
| Participant deferral / active EE | $6,212 | $7,799-20.3% | $7,446-16.6% | $6,400-2.9% |
| Admin fee / account holder | $71,746 | $11,571+520.0% | $10,010+616.8% | $11,426+527.9% |