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 | $251,658 | $88,594+184.1% | $70,092+259.0% | $134,475+87.1% |
| Participation rate | 86.7% | 74.9%+11.7pp | 70.5%+16.2pp | 81.2%+5.4pp |
| Annual return | -18.70% | 442.67%-461.4pp | 190.73%-209.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,780 | $3,233+78.8% | $2,559+125.9% | $4,740+21.9% |
| Participant deferral / active EE | $8,065 | $4,772+69.0% | $3,849+109.5% | $6,400+26.0% |
| Admin fee / account holder | $22,741 | $10,441+117.8% | $6,267+262.9% | $11,426+99.0% |