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 | $291,989 | $84,695+244.8% | $73,843+295.4% | $125,391+132.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.19% | 3123.53%-3123.7pp | 2267.84%-2268.0pp | 282.22%-282.4pp |
| Employer contribution / active EE | $11,044 | $3,123+253.6% | $2,787+296.2% | $4,866+127.0% |
| Participant deferral / active EE | $12,784 | $3,992+220.2% | $3,583+256.8% | $5,352+138.9% |
| Admin fee / account holder | $9,999 | $5,691+75.7% | $4,880+104.9% | $9,540+4.8% |