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 | $498,931 | $138,065+261.4% | $123,544+303.8% | $135,375+268.6% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -5.19% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $23,024 | $5,151+346.9% | $4,628+397.5% | $4,779+381.8% |
| Participant deferral / active EE | $11,151 | $6,799+64.0% | $6,426+73.5% | $5,609+98.8% |
| Admin fee / account holder | $18,304 | $10,916+67.7% | $9,284+97.2% | $10,827+69.1% |