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 | $914,390 | $160,055+471.3% | $140,016+553.1% | $135,375+575.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.05% | 911.38%-916.4pp | 651.12%-656.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $4,530 | $6,420-29.4% | $5,606-19.2% | $4,779-5.2% |
| Participant deferral / active EE | $21,500 | $7,642+181.4% | $6,927+210.4% | $5,609+283.3% |
| Admin fee / account holder | $7,665 | $13,328-42.5% | $10,705-28.4% | $10,827-29.2% |