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 | $597,751 | $94,529+532.3% | $140,016+326.9% | $64,186+831.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.76% | 7.77%-11.5pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $25,998 | $3,812+581.9% | $5,606+363.8% | $2,381+992.0% |
| Participant deferral / active EE | $13,191 | $5,250+151.3% | $6,927+90.4% | $3,470+280.2% |
| Admin fee / account holder | $8,774 | $6,741+30.2% | $10,705-18.0% | $4,888+79.5% |