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 | $273,873 | $138,044+98.4% | $125,339+118.5% | $134,475+103.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.29% | 750.33%-758.6pp | 572.05%-580.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $34,173 | $5,243+551.7% | $4,814+609.9% | $4,740+621.0% |
| Participant deferral / active EE | $9,964 | $7,799+27.8% | $7,446+33.8% | $6,400+55.7% |
| Admin fee / account holder | $535,468 | $11,571+4527.6% | $10,010+5249.6% | $11,426+4586.4% |