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 | $314,682 | $142,344+121.1% | $119,609+163.1% | $134,475+134.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.58% | -12.44%+5.9pp | -14.97%+8.4pp | 417.96%-424.5pp |
| Employer contribution / active EE | $6,096 | $5,222+16.7% | $4,232+44.0% | $4,740+28.6% |
| Participant deferral / active EE | $6,768 | $6,469+4.6% | $5,602+20.8% | $6,400+5.7% |
| Admin fee / account holder | $51,430 | $13,584+278.6% | $10,323+398.2% | $11,426+350.1% |