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 | $314,250 | $106,543+195.0% | $91,220+244.5% | $134,475+133.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.43% | 160.60%-172.0pp | 114.01%-125.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $16,620 | $3,331+399.0% | $2,850+483.1% | $4,740+250.7% |
| Participant deferral / active EE | $12,086 | $4,719+156.1% | $4,234+185.5% | $6,400+88.8% |
| Admin fee / account holder | $1,774 | $6,231-71.5% | $5,420-67.3% | $11,426-84.5% |