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 | $314,615 | $92,703+239.4% | $82,719+280.3% | $134,475+134.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.28% | 944.92%-961.2pp | 701.18%-717.5pp | 417.96%-434.2pp |
| Employer contribution / active EE | $13,895 | $3,274+324.4% | $3,009+361.8% | $4,740+193.2% |
| Participant deferral / active EE | $11,658 | $4,802+142.8% | $4,395+165.3% | $6,400+82.2% |
| Admin fee / account holder | $48,278 | $5,983+707.0% | $5,329+806.0% | $11,426+322.5% |