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 | $253,500 | $135,635+86.9% | $110,238+130.0% | $135,375+87.3% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -1.76% | 513.19%-514.9pp | 314.74%-316.5pp | 519.73%-521.5pp |
| Employer contribution / active EE | $4,050 | $4,906-17.5% | $3,826+5.8% | $4,779-15.3% |
| Participant deferral / active EE | $5,485 | $5,506-0.4% | $4,672+17.4% | $5,609-2.2% |
| Admin fee / account holder | $732 | $11,457-93.6% | $8,547-91.4% | $10,827-93.2% |