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 | $548,977 | $138,044+297.7% | $125,339+338.0% | $134,475+308.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.78% | 750.33%-760.1pp | 572.05%-581.8pp | 417.96%-427.7pp |
| Employer contribution / active EE | $4,630 | $5,243-11.7% | $4,814-3.8% | $4,740-2.3% |
| Participant deferral / active EE | $10,500 | $7,799+34.6% | $7,446+41.0% | $6,400+64.1% |
| Admin fee / account holder | $12,783 | $11,571+10.5% | $10,010+27.7% | $11,426+11.9% |