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 | $758,813 | $167,307+353.5% | $143,757+427.8% | $134,475+464.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.49% | 0.46%-19.0pp | -0.04%-18.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $27,516 | $5,619+389.7% | $4,951+455.8% | $4,740+480.6% |
| Participant deferral / active EE | $17,560 | $6,446+172.4% | $5,637+211.5% | $6,400+174.4% |
| Admin fee / account holder | $11,670 | $18,088-35.5% | $14,673-20.5% | $11,426+2.1% |