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 | $373,359 | $167,307+123.2% | $143,757+159.7% | $134,475+177.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.87% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $18,064 | $5,619+221.5% | $4,951+264.9% | $4,740+281.1% |
| Participant deferral / active EE | $5,953 | $6,446-7.6% | $5,637+5.6% | $6,400-7.0% |
| Admin fee / account holder | $1,850 | $18,088-89.8% | $14,673-87.4% | $11,426-83.8% |