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 | $348,973 | $167,307+108.6% | $143,757+142.8% | $134,475+159.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.45% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $26,113 | $5,619+364.7% | $4,951+427.4% | $4,740+450.9% |
| Participant deferral / active EE | $2,987 | $6,446-53.7% | $5,637-47.0% | $6,400-53.3% |
| Admin fee / account holder | $82,997 | $18,088+358.8% | $14,673+465.6% | $11,426+626.4% |