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 | $370,749 | $138,044+168.6% | $125,339+195.8% | $134,475+175.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.43% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $23,353 | $5,243+345.4% | $4,814+385.1% | $4,740+392.7% |
| Participant deferral / active EE | $19,086 | $7,799+144.7% | $7,446+156.3% | $6,400+198.2% |
| Admin fee / account holder | $5,540 | $11,571-52.1% | $10,010-44.7% | $11,426-51.5% |