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 | $302,337 | $160,055+88.9% | $140,016+115.9% | $135,375+123.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -4.36% | 911.38%-915.7pp | 651.12%-655.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $6,541 | $6,420+1.9% | $5,606+16.7% | $4,779+36.9% |
| Participant deferral / active EE | $9,143 | $7,642+19.6% | $6,927+32.0% | $5,609+63.0% |
| Admin fee / account holder | $652 | $13,328-95.1% | $10,705-93.9% | $10,827-94.0% |