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 | $683,700 | $82,664+727.1% | $125,339+445.5% | $68,494+898.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.52% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $16,256 | $3,381+380.8% | $4,814+237.7% | $2,596+526.1% |
| Participant deferral / active EE | $28,453 | $6,110+365.6% | $7,446+282.1% | $4,027+606.5% |
| Admin fee / account holder | $61,145 | $6,275+874.3% | $10,010+510.9% | $5,403+1031.7% |