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 | $290,513 | $167,307+73.6% | $143,757+102.1% | $134,475+116.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.42% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $27,668 | $5,619+392.4% | $4,951+458.8% | $4,740+483.8% |
| Participant deferral / active EE | $15,512 | $6,446+140.7% | $5,637+175.2% | $6,400+142.4% |
| Admin fee / account holder | $40,707 | $18,088+125.0% | $14,673+177.4% | $11,426+256.3% |