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 | $544,018 | $167,307+225.2% | $143,757+278.4% | $134,475+304.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.05% | 0.46%-18.5pp | -0.04%-18.0pp | 417.96%-436.0pp |
| Employer contribution / active EE | $14,182 | $5,619+152.4% | $4,951+186.5% | $4,740+199.2% |
| Participant deferral / active EE | $9,531 | $6,446+47.9% | $5,637+69.1% | $6,400+48.9% |
| Admin fee / account holder | $3,561 | $18,088-80.3% | $14,673-75.7% | $11,426-68.8% |