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 | $641,780 | $142,344+350.9% | $119,609+436.6% | $134,475+377.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.56% | -12.44%+14.0pp | -14.97%+16.5pp | 417.96%-416.4pp |
| Employer contribution / active EE | $27,229 | $5,222+421.4% | $4,232+543.4% | $4,740+474.5% |
| Participant deferral / active EE | $23,750 | $6,469+267.1% | $5,602+324.0% | $6,400+271.1% |
| Admin fee / account holder | $12,592 | $13,584-7.3% | $10,323+22.0% | $11,426+10.2% |