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 | $338,409 | $75,828+346.3% | $147,614+129.3% | $59,632+467.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.11% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $15,392 | $3,485+341.7% | $5,564+176.6% | $2,203+598.8% |
| Participant deferral / active EE | $12,020 | $3,130+284.0% | $4,895+145.5% | $3,192+276.6% |
| Admin fee / account holder | $2,423 | $5,985-59.5% | $11,611-79.1% | $4,297-43.6% |