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 5-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 | $713,678 | $138,044+417.0% | $125,339+469.4% | $134,475+430.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.49% | 750.33%-763.8pp | 572.05%-585.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $13,690 | $5,243+161.1% | $4,814+184.4% | $4,740+188.8% |
| Participant deferral / active EE | $21,623 | $7,799+177.3% | $7,446+190.4% | $6,400+237.9% |
| Admin fee / account holder | $188,531 | $11,571+1529.3% | $10,010+1783.5% | $11,426+1550.0% |