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 | $794,536 | $142,344+458.2% | $119,609+564.3% | $134,475+490.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.79% | -12.44%+6.6pp | -14.97%+9.2pp | 417.96%-423.8pp |
| Employer contribution / active EE | $10,975 | $5,222+110.2% | $4,232+159.3% | $4,740+131.5% |
| Participant deferral / active EE | $13,128 | $6,469+102.9% | $5,602+134.3% | $6,400+105.1% |
| Admin fee / account holder | $10,899 | $13,584-19.8% | $10,323+5.6% | $11,426-4.6% |