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 | $590,377 | $75,828+678.6% | $147,614+299.9% | $59,632+890.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -0.69% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $31,769 | $3,485+811.7% | $5,564+470.9% | $2,203+1342.3% |
| Participant deferral / active EE | $17,773 | $3,130+467.7% | $4,895+263.1% | $3,192+456.8% |
| Admin fee / account holder | $93,542 | $5,985+1462.9% | $11,611+705.6% | $4,297+2076.9% |