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 | $256,541 | $138,065+85.8% | $123,544+107.7% | $135,375+89.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -5.02% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $5,558 | $5,151+7.9% | $4,628+20.1% | $4,779+16.3% |
| Participant deferral / active EE | $7,727 | $6,799+13.6% | $6,426+20.3% | $5,609+37.8% |
| Admin fee / account holder | $12,218 | $10,916+11.9% | $9,284+31.6% | $10,827+12.9% |