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 | $825,205 | $142,344+479.7% | $119,609+589.9% | $134,475+513.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.85% | -12.44%+6.6pp | -14.97%+9.1pp | 417.96%-423.8pp |
| Employer contribution / active EE | $5,177 | $5,222-0.9% | $4,232+22.3% | $4,740+9.2% |
| Participant deferral / active EE | $20,020 | $6,469+209.5% | $5,602+257.4% | $6,400+212.8% |
| Admin fee / account holder | $8,198 | $13,584-39.7% | $10,323-20.6% | $11,426-28.3% |