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 | $295,071 | $95,862+207.8% | $79,550+270.9% | $134,475+119.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.95% | -2.69%-16.3pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $12,387 | $3,128+296.0% | $2,413+413.3% | $4,740+161.3% |
| Participant deferral / active EE | $4,168 | $4,693-11.2% | $3,985+4.6% | $6,400-34.9% |
| Admin fee / account holder | $3,048 | $9,126-66.6% | $6,832-55.4% | $11,426-73.3% |