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 | $287,587 | $190,805+50.7% | $159,960+79.8% | $134,475+113.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.54% | 552.23%-562.8pp | 408.60%-419.1pp | 417.96%-428.5pp |
| Employer contribution / active EE | $12,956 | $4,995+159.4% | $4,226+206.6% | $4,740+173.4% |
| Participant deferral / active EE | $10,800 | $6,923+56.0% | $6,182+74.7% | $6,400+68.8% |
| Admin fee / account holder | $5,317 | $10,471-49.2% | $8,698-38.9% | $11,426-53.5% |