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 | $362,822 | $167,307+116.9% | $143,757+152.4% | $134,475+169.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.82% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $15,819 | $5,619+181.5% | $4,951+219.5% | $4,740+233.8% |
| Participant deferral / active EE | $12,956 | $6,446+101.0% | $5,637+129.8% | $6,400+102.4% |
| Admin fee / account holder | $3,132 | $18,088-82.7% | $14,673-78.7% | $11,426-72.6% |