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 | $389,956 | $92,703+320.7% | $82,719+371.4% | $134,475+190.0% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -17.21% | 944.92%-962.1pp | 701.18%-718.4pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,197 | $3,274-2.3% | $3,009+6.3% | $4,740-32.5% |
| Participant deferral / active EE | $3,334 | $4,802-30.6% | $4,395-24.1% | $6,400-47.9% |
| Admin fee / account holder | $1,404 | $5,983-76.5% | $5,329-73.6% | $11,426-87.7% |