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 | $500,822 | $105,860+373.1% | $90,749+451.9% | $134,475+272.4% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -11.25% | -11.01%-0.2pp | -12.16%+0.9pp | 417.96%-429.2pp |
| Employer contribution / active EE | $8,815 | $3,462+154.6% | $2,921+201.8% | $4,740+86.0% |
| Participant deferral / active EE | $15,951 | $5,216+205.8% | $4,564+249.5% | $6,400+149.2% |
| Admin fee / account holder | $96,571 | $13,938+592.9% | $8,445+1043.6% | $11,426+745.2% |