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 | $645,409 | $133,958+381.8% | $112,228+475.1% | $134,475+379.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.60% | 47.11%-66.7pp | 27.45%-47.0pp | 417.96%-437.6pp |
| Employer contribution / active EE | $25,009 | $4,038+519.3% | $3,635+588.1% | $4,740+427.7% |
| Participant deferral / active EE | $10,271 | $5,291+94.1% | $4,728+117.2% | $6,400+60.5% |
| Admin fee / account holder | $18,236 | $7,489+143.5% | $6,410+184.5% | $11,426+59.6% |