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 | $287,264 | $95,193+201.8% | $76,523+275.4% | $135,375+112.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -3.79% | 4.85%-8.6pp | -0.27%-3.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $13,095 | $3,302+296.5% | $2,647+394.7% | $4,779+174.0% |
| Participant deferral / active EE | $12,112 | $4,639+161.1% | $3,835+215.8% | $5,609+116.0% |
| Admin fee / account holder | $16,684 | $6,249+167.0% | $4,848+244.1% | $10,827+54.1% |