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 | $374,655 | $138,065+171.4% | $123,544+203.3% | $135,375+176.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.60% | 153.68%-156.3pp | 119.20%-121.8pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,200 | $5,151-37.9% | $4,628-30.9% | $4,779-33.0% |
| Participant deferral / active EE | $19,667 | $6,799+189.3% | $6,426+206.1% | $5,609+250.6% |
| Admin fee / account holder | $18,991 | $10,916+74.0% | $9,284+104.6% | $10,827+75.4% |