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 | $403,687 | $133,958+201.4% | $112,228+259.7% | $134,475+200.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.74% | 47.11%-59.9pp | 27.45%-40.2pp | 417.96%-430.7pp |
| Employer contribution / active EE | $10,185 | $4,038+152.2% | $3,635+180.2% | $4,740+114.9% |
| Participant deferral / active EE | $18,170 | $5,291+243.4% | $4,728+284.3% | $6,400+183.9% |
| Admin fee / account holder | $2,837 | $7,489-62.1% | $6,410-55.7% | $11,426-75.2% |