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 | $256,218 | $160,055+60.1% | $140,016+83.0% | $135,375+89.3% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -0.60% | 911.38%-912.0pp | 651.12%-651.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $2,927 | $6,420-54.4% | $5,606-47.8% | $4,779-38.7% |
| Participant deferral / active EE | $4,102 | $7,642-46.3% | $6,927-40.8% | $5,609-26.9% |
| Admin fee / account holder | $32,996 | $13,328+147.6% | $10,705+208.2% | $10,827+204.8% |