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 | $657,471 | $167,484+292.6% | $151,611+333.7% | $134,475+388.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.09% | 7.80%-26.9pp | 3.33%-22.4pp | 417.96%-437.1pp |
| Employer contribution / active EE | $22,192 | $6,829+225.0% | $6,166+259.9% | $4,740+368.2% |
| Participant deferral / active EE | $9,994 | $8,986+11.2% | $8,363+19.5% | $6,400+56.2% |
| Admin fee / account holder | $4,943 | $13,783-64.1% | $11,616-57.4% | $11,426-56.7% |