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 | $331,122 | $138,044+139.9% | $125,339+164.2% | $134,475+146.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.19% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $11,667 | $5,243+122.5% | $4,814+142.4% | $4,740+146.2% |
| Participant deferral / active EE | $14,244 | $7,799+82.6% | $7,446+91.3% | $6,400+122.6% |
| Admin fee / account holder | $399 | $11,571-96.6% | $10,010-96.0% | $11,426-96.5% |