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 | $433,194 | $190,805+127.0% | $159,960+170.8% | $134,475+222.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.74% | 552.23%-565.0pp | 408.60%-421.3pp | 417.96%-430.7pp |
| Employer contribution / active EE | $39,942 | $4,995+699.6% | $4,226+845.2% | $4,740+742.7% |
| Participant deferral / active EE | $9,059 | $6,923+30.8% | $6,182+46.5% | $6,400+41.5% |
| Admin fee / account holder | $4,044 | $10,471-61.4% | $8,698-53.5% | $11,426-64.6% |