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 | $476,882 | $76,000+527.5% | $154,107+209.4% | $64,186+643.0% |
| Participation rate | 84.8% | 70.4%+14.4pp | 83.0%+1.8pp | 69.6%+15.2pp |
| Annual return | -7.15% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $23,135 | $3,351+590.4% | $5,298+336.7% | $2,381+871.7% |
| Participant deferral / active EE | $14,675 | $3,175+362.2% | $5,081+188.8% | $3,470+323.0% |
| Admin fee / account holder | $12,549 | $5,596+124.2% | $13,411-6.4% | $4,888+156.7% |