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 | $341,161 | $180,449+89.1% | $154,107+121.4% | $135,375+152.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -4.50% | 888.09%-892.6pp | 735.12%-739.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,850 | $6,035-36.2% | $5,298-27.3% | $4,779-19.4% |
| Participant deferral / active EE | $5,037 | $5,806-13.2% | $5,081-0.9% | $5,609-10.2% |
| Admin fee / account holder | $13,063 | $16,143-19.1% | $13,411-2.6% | $10,827+20.7% |