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 | $382,077 | $97,757+290.8% | $83,848+355.7% | $135,375+182.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.61% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $12,616 | $4,222+198.8% | $3,631+247.5% | $4,779+164.0% |
| Participant deferral / active EE | $10,161 | $4,682+117.0% | $4,082+149.0% | $5,609+81.2% |
| Admin fee / account holder | $94,662 | $6,674+1318.4% | $5,478+1628.0% | $10,827+774.3% |