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 | $587,177 | $138,065+325.3% | $123,544+375.3% | $135,375+333.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.34% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $14,912 | $5,151+189.5% | $4,628+222.2% | $4,779+212.1% |
| Participant deferral / active EE | $17,083 | $6,799+151.3% | $6,426+165.9% | $5,609+204.6% |
| Admin fee / account holder | $26,721 | $10,916+144.8% | $9,284+187.8% | $10,827+146.8% |