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 | $365,266 | $85,790+325.8% | $67,313+442.6% | $135,375+169.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.18% | -0.54%-2.6pp | -4.08%+0.9pp | 519.73%-522.9pp |
| Employer contribution / active EE | $13,801 | $3,487+295.7% | $2,566+437.9% | $4,779+188.8% |
| Participant deferral / active EE | $13,652 | $4,651+193.5% | $3,568+282.6% | $5,609+143.4% |
| Admin fee / account holder | $28,419 | $6,392+344.6% | $4,507+530.6% | $10,827+162.5% |