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 | $731,907 | $138,044+430.2% | $125,339+483.9% | $134,475+444.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.27% | 750.33%-762.6pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $4,563 | $5,243-13.0% | $4,814-5.2% | $4,740-3.7% |
| Participant deferral / active EE | $6,138 | $7,799-21.3% | $7,446-17.6% | $6,400-4.1% |
| Admin fee / account holder | $105,370 | $11,571+810.6% | $10,010+952.7% | $11,426+822.2% |