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 | $515,909 | $158,817+224.8% | $121,196+325.7% | $135,375+281.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.32% | -0.64%+1.0pp | 16.93%-16.6pp | 519.73%-519.4pp |
| Employer contribution / active EE | $347 | $5,665-93.9% | $4,022-91.4% | $4,779-92.7% |
| Participant deferral / active EE | $5,487 | $4,005+37.0% | $3,344+64.1% | $5,609-2.2% |
| Admin fee / account holder | $22,047 | $6,512+238.5% | $5,019+339.2% | $10,827+103.6% |