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 | $286,693 | $180,449+58.9% | $154,107+86.0% | $135,375+111.8% |
| Participation rate | 78.6% | 87.4%-8.9pp | 83.0%-4.5pp | 82.6%-4.1pp |
| Annual return | -5.93% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.7pp |
| Employer contribution / active EE | $5,887 | $6,035-2.5% | $5,298+11.1% | $4,779+23.2% |
| Participant deferral / active EE | $7,880 | $5,806+35.7% | $5,081+55.1% | $5,609+40.5% |
| Admin fee / account holder | $14,825 | $16,143-8.2% | $13,411+10.5% | $10,827+36.9% |