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 | $447,404 | $190,805+134.5% | $159,960+179.7% | $134,475+232.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.45% | 552.23%-559.7pp | 408.60%-416.1pp | 417.96%-425.4pp |
| Employer contribution / active EE | $15,755 | $4,995+215.4% | $4,226+272.8% | $4,740+232.4% |
| Participant deferral / active EE | $10,393 | $6,923+50.1% | $6,182+68.1% | $6,400+62.4% |
| Admin fee / account holder | $16,814 | $10,471+60.6% | $8,698+93.3% | $11,426+47.2% |