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 | $307,016 | $160,055+91.8% | $140,016+119.3% | $135,375+126.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.38% | 911.38%-915.8pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $6,868 | $6,420+7.0% | $5,606+22.5% | $4,779+43.7% |
| Participant deferral / active EE | $16,095 | $7,642+110.6% | $6,927+132.4% | $5,609+187.0% |
| Admin fee / account holder | $109,701 | $13,328+723.1% | $10,705+924.7% | $10,827+913.2% |