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 | $409,055 | $138,065+196.3% | $123,544+231.1% | $135,375+202.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.94% | 153.68%-158.6pp | 119.20%-124.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $4,002 | $5,151-22.3% | $4,628-13.5% | $4,779-16.3% |
| Participant deferral / active EE | $15,399 | $6,799+126.5% | $6,426+139.7% | $5,609+174.6% |
| Admin fee / account holder | $62,895 | $10,916+476.2% | $9,284+577.5% | $10,827+480.9% |