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 | $300,276 | $138,044+117.5% | $125,339+139.6% | $134,475+123.3% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -17.14% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $7,626 | $5,243+45.5% | $4,814+58.4% | $4,740+60.9% |
| Participant deferral / active EE | $4,386 | $7,799-43.8% | $7,446-41.1% | $6,400-31.5% |
| Admin fee / account holder | $6,225 | $11,571-46.2% | $10,010-37.8% | $11,426-45.5% |