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 | $307,579 | $180,449+70.5% | $154,107+99.6% | $135,375+127.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.57% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $10,475 | $6,035+73.6% | $5,298+97.7% | $4,779+119.2% |
| Participant deferral / active EE | $9,503 | $5,806+63.7% | $5,081+87.0% | $5,609+69.4% |
| Admin fee / account holder | $24,094 | $16,143+49.3% | $13,411+79.7% | $10,827+122.5% |