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 | $256,352 | $158,817+61.4% | $121,196+111.5% | $135,375+89.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -0.05% | -0.64%+0.6pp | 16.93%-17.0pp | 519.73%-519.8pp |
| Employer contribution / active EE | $27,500 | $5,665+385.5% | $4,022+583.8% | $4,779+475.5% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,260 | $6,512-80.7% | $5,019-74.9% | $10,827-88.4% |