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 | $437,603 | $77,813+462.4% | $123,544+254.2% | $64,186+581.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.02% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $8,818 | $3,014+192.6% | $4,628+90.5% | $2,381+270.4% |
| Participant deferral / active EE | $9,327 | $5,240+78.0% | $6,426+45.2% | $3,470+168.8% |
| Admin fee / account holder | $11,470 | $5,519+107.8% | $9,284+23.5% | $4,888+134.6% |