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 | $776,058 | $82,286+843.1% | $68,791+1028.1% | $134,475+477.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.66% | -2.19%-11.5pp | -6.38%-7.3pp | 417.96%-431.6pp |
| Employer contribution / active EE | $23,333 | $3,301+606.9% | $2,655+778.8% | $4,740+392.3% |
| Participant deferral / active EE | $12,800 | $4,739+170.1% | $3,941+224.8% | $6,400+100.0% |
| Admin fee / account holder | $370,657 | $6,481+5619.5% | $4,932+7415.6% | $11,426+3144.0% |