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 | $317,726 | $167,307+89.9% | $143,757+121.0% | $134,475+136.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.25% | 0.46%-13.7pp | -0.04%-13.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $10,236 | $5,619+82.2% | $4,951+106.8% | $4,740+116.0% |
| Participant deferral / active EE | $10,459 | $6,446+62.3% | $5,637+85.5% | $6,400+63.4% |
| Admin fee / account holder | $3,096 | $18,088-82.9% | $14,673-78.9% | $11,426-72.9% |