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 | $311,952 | $138,065+125.9% | $123,544+152.5% | $135,375+130.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.66% | 153.68%-155.3pp | 119.20%-120.9pp | 519.73%-521.4pp |
| Employer contribution / active EE | $9,739 | $5,151+89.0% | $4,628+110.4% | $4,779+103.8% |
| Participant deferral / active EE | $11,917 | $6,799+75.3% | $6,426+85.5% | $5,609+112.5% |
| Admin fee / account holder | $13,860 | $10,916+27.0% | $9,284+49.3% | $10,827+28.0% |