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 | $694,682 | $138,044+403.2% | $125,339+454.2% | $134,475+416.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.90% | 750.33%-762.2pp | 572.05%-584.0pp | 417.96%-429.9pp |
| Employer contribution / active EE | $23,451 | $5,243+347.3% | $4,814+387.2% | $4,740+394.8% |
| Participant deferral / active EE | $13,500 | $7,799+73.1% | $7,446+81.3% | $6,400+110.9% |
| Admin fee / account holder | $3,808 | $11,571-67.1% | $10,010-62.0% | $11,426-66.7% |