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 | $277,314 | $54,350+410.2% | $82,719+235.2% | $68,494+304.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.29% | -13.67%-0.6pp | 701.18%-715.5pp | -7.84%-6.4pp |
| Employer contribution / active EE | $11,907 | $2,218+436.8% | $3,009+295.7% | $2,596+358.6% |
| Participant deferral / active EE | $12,812 | $3,246+294.7% | $4,395+191.5% | $4,027+218.1% |
| Admin fee / account holder | $2,793 | $4,395-36.5% | $5,329-47.6% | $5,403-48.3% |