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 | $325,129 | $160,055+103.1% | $140,016+132.2% | $135,375+140.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.21% | 911.38%-912.6pp | 651.12%-652.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $1,785 | $6,420-72.2% | $5,606-68.2% | $4,779-62.7% |
| Participant deferral / active EE | $10,911 | $7,642+42.8% | $6,927+57.5% | $5,609+94.5% |
| Admin fee / account holder | $7,882 | $13,328-40.9% | $10,705-26.4% | $10,827-27.2% |