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 | $1,202,533 | $138,044+771.1% | $125,339+859.4% | $134,475+794.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.65% | 750.33%-759.0pp | 572.05%-580.7pp | 417.96%-426.6pp |
| Employer contribution / active EE | $20,283 | $5,243+286.8% | $4,814+321.4% | $4,740+327.9% |
| Participant deferral / active EE | $22,660 | $7,799+190.6% | $7,446+204.3% | $6,400+254.1% |
| Admin fee / account holder | $303,522 | $11,571+2523.1% | $10,010+2932.3% | $11,426+2556.4% |