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 | $604,396 | $167,307+261.2% | $143,757+320.4% | $134,475+349.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.25% | 0.46%-3.7pp | -0.04%-3.2pp | 417.96%-421.2pp |
| Employer contribution / active EE | $19,421 | $5,619+245.6% | $4,951+292.3% | $4,740+309.8% |
| Participant deferral / active EE | $16,667 | $6,446+158.6% | $5,637+195.7% | $6,400+160.4% |
| Admin fee / account holder | $11,006 | $18,088-39.2% | $14,673-25.0% | $11,426-3.7% |