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 | $289,261 | $127,386+127.1% | $115,037+151.5% | $125,391+130.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.02% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.2pp |
| Employer contribution / active EE | $6,372 | $5,166+23.3% | $4,608+38.3% | $4,866+31.0% |
| Participant deferral / active EE | $6,577 | $6,423+2.4% | $6,026+9.1% | $5,352+22.9% |
| Admin fee / account holder | $11,064 | $9,516+16.3% | $8,175+35.3% | $9,540+16.0% |