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 5-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 | $267,928 | $138,065+94.1% | $123,544+116.9% | $135,375+97.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.23% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $8,958 | $5,151+73.9% | $4,628+93.6% | $4,779+87.5% |
| Participant deferral / active EE | $13,202 | $6,799+94.2% | $6,426+105.5% | $5,609+135.4% |
| Admin fee / account holder | $1,595 | $10,916-85.4% | $9,284-82.8% | $10,827-85.3% |