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 | $283,520 | $105,860+167.8% | $90,749+212.4% | $134,475+110.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.12% | -11.01%-4.1pp | -12.16%-3.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $12,521 | $3,462+261.7% | $2,921+328.7% | $4,740+164.2% |
| Participant deferral / active EE | $2,112 | $5,216-59.5% | $4,564-53.7% | $6,400-67.0% |
| Admin fee / account holder | $74,178 | $13,938+432.2% | $8,445+778.4% | $11,426+549.2% |