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 | $833,937 | $138,044+504.1% | $125,339+565.3% | $134,475+520.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.93% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $25,357 | $5,243+383.6% | $4,814+426.8% | $4,740+435.0% |
| Participant deferral / active EE | $28,150 | $7,799+261.0% | $7,446+278.0% | $6,400+339.9% |
| Admin fee / account holder | $39,046 | $11,571+237.4% | $10,010+290.1% | $11,426+241.7% |