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 | $302,258 | $82,664+265.6% | $125,339+141.2% | $68,494+341.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.37% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $6,536 | $3,381+93.3% | $4,814+35.8% | $2,596+151.8% |
| Participant deferral / active EE | $9,686 | $6,110+58.5% | $7,446+30.1% | $4,027+140.5% |
| Admin fee / account holder | $5,394 | $6,275-14.1% | $10,010-46.1% | $5,403-0.2% |