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 | $266,846 | $99,640+167.8% | $86,436+208.7% | $134,475+98.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.35% | 6782.58%-6797.9pp | 4394.89%-4410.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $7,199 | $4,400+63.6% | $3,769+91.0% | $4,740+51.9% |
| Participant deferral / active EE | $3,000 | $7,246-58.6% | $6,952-56.8% | $6,400-53.1% |
| Admin fee / account holder | $3,597 | $8,371-57.0% | $6,731-46.6% | $11,426-68.5% |