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 | $429,914 | $90,600+374.5% | $79,464+441.0% | $135,375+217.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.84% | 977.43%-985.3pp | 718.14%-726.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $18,343 | $3,068+497.9% | $2,800+555.0% | $4,779+283.9% |
| Participant deferral / active EE | $16,522 | $4,050+307.9% | $3,704+346.1% | $5,609+194.6% |
| Admin fee / account holder | $4,142 | $5,907-29.9% | $5,113-19.0% | $10,827-61.7% |