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 | $425,077 | $138,044+207.9% | $125,339+239.1% | $134,475+216.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.46% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $9,665 | $5,243+84.3% | $4,814+100.8% | $4,740+103.9% |
| Participant deferral / active EE | $14,340 | $7,799+83.9% | $7,446+92.6% | $6,400+124.1% |
| Admin fee / account holder | $1,213 | $11,571-89.5% | $10,010-87.9% | $11,426-89.4% |