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 | $703,510 | $190,805+268.7% | $159,960+339.8% | $134,475+423.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.16% | 552.23%-561.4pp | 408.60%-417.8pp | 417.96%-427.1pp |
| Employer contribution / active EE | $42,600 | $4,995+752.8% | $4,226+908.1% | $4,740+798.8% |
| Participant deferral / active EE | $18,400 | $6,923+165.8% | $6,182+197.6% | $6,400+187.5% |
| Admin fee / account holder | $25,656 | $10,471+145.0% | $8,698+195.0% | $11,426+124.5% |