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 | $343,751 | $180,449+90.5% | $154,107+123.1% | $135,375+153.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.69% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $11,828 | $6,035+96.0% | $5,298+123.3% | $4,779+147.5% |
| Participant deferral / active EE | $12,125 | $5,806+108.8% | $5,081+138.7% | $5,609+116.2% |
| Admin fee / account holder | $4,460 | $16,143-72.4% | $13,411-66.7% | $10,827-58.8% |