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 | $286,595 | $97,757+193.2% | $83,848+241.8% | $135,375+111.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.40% | 1287.37%-1291.8pp | 850.88%-855.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $5,940 | $4,222+40.7% | $3,631+63.6% | $4,779+24.3% |
| Participant deferral / active EE | $4,738 | $4,682+1.2% | $4,082+16.1% | $5,609-15.5% |
| Admin fee / account holder | $3,655 | $6,674-45.2% | $5,478-33.3% | $10,827-66.2% |