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 | $472,486 | $138,044+242.3% | $125,339+277.0% | $134,475+251.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.72% | 750.33%-765.0pp | 572.05%-586.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $17,682 | $5,243+237.2% | $4,814+267.3% | $4,740+273.1% |
| Participant deferral / active EE | $16,115 | $7,799+106.6% | $7,446+116.4% | $6,400+151.8% |
| Admin fee / account holder | $14,637 | $11,571+26.5% | $10,010+46.2% | $11,426+28.1% |