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 | $471,374 | $138,044+241.5% | $125,339+276.1% | $134,475+250.5% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -13.33% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $20,073 | $5,243+282.8% | $4,814+317.0% | $4,740+323.5% |
| Participant deferral / active EE | $11,965 | $7,799+53.4% | $7,446+60.7% | $6,400+87.0% |
| Admin fee / account holder | $11,392 | $11,571-1.6% | $10,010+13.8% | $11,426-0.3% |