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 | $373,145 | $138,044+170.3% | $125,339+197.7% | $134,475+177.5% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -20.01% | 750.33%-770.3pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $15,936 | $5,243+203.9% | $4,814+231.1% | $4,740+236.2% |
| Participant deferral / active EE | $10,967 | $7,799+40.6% | $7,446+47.3% | $6,400+71.4% |
| Admin fee / account holder | $8,250 | $11,571-28.7% | $10,010-17.6% | $11,426-27.8% |