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 | $251,710 | $82,664+204.5% | $125,339+100.8% | $68,494+267.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.71% | -5.97%-12.7pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $13,577 | $3,381+301.6% | $4,814+182.1% | $2,596+422.9% |
| Participant deferral / active EE | $11,073 | $6,110+81.2% | $7,446+48.7% | $4,027+175.0% |
| Admin fee / account holder | $8,830 | $6,275+40.7% | $10,010-11.8% | $5,403+63.4% |