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 | $275,711 | $142,344+93.7% | $119,609+130.5% | $134,475+105.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.36% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $8,423 | $5,222+61.3% | $4,232+99.0% | $4,740+77.7% |
| Participant deferral / active EE | $10,020 | $6,469+54.9% | $5,602+78.9% | $6,400+56.6% |
| Admin fee / account holder | $62,811 | $13,584+362.4% | $10,323+508.4% | $11,426+449.7% |