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 | $463,338 | $133,958+245.9% | $112,228+312.9% | $134,475+244.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.29% | 47.11%-64.4pp | 27.45%-44.7pp | 417.96%-435.3pp |
| Employer contribution / active EE | $15,131 | $4,038+274.7% | $3,635+316.3% | $4,740+219.2% |
| Participant deferral / active EE | $7,319 | $5,291+38.3% | $4,728+54.8% | $6,400+14.4% |
| Admin fee / account holder | $22,582 | $7,489+201.6% | $6,410+252.3% | $11,426+97.6% |