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 | $426,337 | $149,333+185.5% | $106,387+300.7% | $135,375+214.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -5.93% | 0.52%-6.4pp | 0.25%-6.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $20,276 | $4,984+306.8% | $3,520+476.1% | $4,779+324.3% |
| Participant deferral / active EE | $12,448 | $7,230+72.2% | $5,421+129.6% | $5,609+121.9% |
| Admin fee / account holder | $10,162 | $15,952-36.3% | $7,510+35.3% | $10,827-6.1% |