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 | $330,133 | $142,344+131.9% | $119,609+176.0% | $134,475+145.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.65% | -12.44%-3.2pp | -14.97%-0.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $5,000 | $5,222-4.3% | $4,232+18.1% | $4,740+5.5% |
| Participant deferral / active EE | $7,150 | $6,469+10.5% | $5,602+27.6% | $6,400+11.7% |
| Admin fee / account holder | $4,668 | $13,584-65.6% | $10,323-54.8% | $11,426-59.1% |