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 | $281,867 | $138,044+104.2% | $125,339+124.9% | $134,475+109.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.61% | 750.33%-758.9pp | 572.05%-580.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $6,290 | $5,243+20.0% | $4,814+30.7% | $4,740+32.7% |
| Participant deferral / active EE | $12,225 | $7,799+56.8% | $7,446+64.2% | $6,400+91.0% |
| Admin fee / account holder | $3,087 | $11,571-73.3% | $10,010-69.2% | $11,426-73.0% |