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 | $467,115 | $175,600+166.0% | $129,110+261.8% | $134,475+247.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -12.24% | -11.39%-0.8pp | -10.94%-1.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $29,527 | $6,355+364.6% | $5,052+484.5% | $4,740+523.0% |
| Participant deferral / active EE | $9,695 | $7,975+21.6% | $6,542+48.2% | $6,400+51.5% |
| Admin fee / account holder | $71,746 | $23,567+204.4% | $14,302+401.7% | $11,426+527.9% |