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 5-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 | $359,362 | $138,044+160.3% | $125,339+186.7% | $134,475+167.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.79% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,567 | $5,243-51.0% | $4,814-46.7% | $4,740-45.8% |
| Participant deferral / active EE | $12,629 | $7,799+61.9% | $7,446+69.6% | $6,400+97.3% |
| Admin fee / account holder | $131,524 | $11,571+1036.6% | $10,010+1214.0% | $11,426+1051.1% |