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 | $382,847 | $167,307+128.8% | $143,757+166.3% | $134,475+184.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.28% | 0.46%-19.7pp | -0.04%-19.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $17,100 | $5,619+204.3% | $4,951+245.4% | $4,740+260.8% |
| Participant deferral / active EE | $4,477 | $6,446-30.5% | $5,637-20.6% | $6,400-30.0% |
| Admin fee / account holder | $11,489 | $18,088-36.5% | $14,673-21.7% | $11,426+0.6% |