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 | $368,481 | $142,344+158.9% | $119,609+208.1% | $134,475+174.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.46% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $9,849 | $5,222+88.6% | $4,232+132.7% | $4,740+107.8% |
| Participant deferral / active EE | $3,829 | $6,469-40.8% | $5,602-31.7% | $6,400-40.2% |
| Admin fee / account holder | $5,882 | $13,584-56.7% | $10,323-43.0% | $11,426-48.5% |