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 | $479,192 | $142,344+236.6% | $119,609+300.6% | $134,475+256.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.07% | -12.44%+5.4pp | -14.97%+7.9pp | 417.96%-425.0pp |
| Employer contribution / active EE | $15,766 | $5,222+201.9% | $4,232+272.5% | $4,740+232.6% |
| Participant deferral / active EE | $13,211 | $6,469+104.2% | $5,602+135.8% | $6,400+106.4% |
| Admin fee / account holder | $4,954 | $13,584-63.5% | $10,323-52.0% | $11,426-56.6% |