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 | $446,434 | $82,664+440.1% | $125,339+256.2% | $68,494+551.8% |
| Participation rate | 95.8% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+27.9pp |
| Annual return | -16.24% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $22,776 | $3,381+573.6% | $4,814+373.2% | $2,596+777.3% |
| Participant deferral / active EE | $16,541 | $6,110+170.7% | $7,446+122.1% | $4,027+310.7% |
| Admin fee / account holder | $30,509 | $6,275+386.2% | $10,010+204.8% | $5,403+464.7% |