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 | $307,766 | $211,958+45.2% | $169,463+81.6% | $135,375+127.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.92% | 3.26%-11.2pp | 1.83%-9.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $8,070 | $5,120+57.6% | $4,159+94.0% | $4,779+68.9% |
| Participant deferral / active EE | $14,811 | $6,075+143.8% | $5,277+180.7% | $5,609+164.1% |
| Admin fee / account holder | $2,776 | $11,471-75.8% | $9,109-69.5% | $10,827-74.4% |