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 | $605,603 | $82,664+632.6% | $125,339+383.2% | $68,494+784.2% |
| Participation rate | 94.3% | 75.0%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $14,849 | $3,381+339.2% | $4,814+208.5% | $2,596+471.9% |
| Participant deferral / active EE | $9,999 | $6,110+63.6% | $7,446+34.3% | $4,027+148.3% |
| Admin fee / account holder | $8,130 | $6,275+29.6% | $10,010-18.8% | $5,403+50.5% |