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 | $384,174 | $84,695+353.6% | $73,843+420.3% | $125,391+206.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.31% | 3123.53%-3123.8pp | 2267.84%-2268.2pp | 282.22%-282.5pp |
| Employer contribution / active EE | $7,950 | $3,123+154.5% | $2,787+185.2% | $4,866+63.4% |
| Participant deferral / active EE | $1,667 | $3,992-58.3% | $3,583-53.5% | $5,352-68.9% |
| Admin fee / account holder | $1,974 | $5,691-65.3% | $4,880-59.5% | $9,540-79.3% |