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 3-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 | $257,998 | $99,640+158.9% | $86,436+198.5% | $134,475+91.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.42% | 6782.58%-6798.0pp | 4394.89%-4410.3pp | 417.96%-433.4pp |
| Employer contribution / active EE | $26,092 | $4,400+492.9% | $3,769+592.3% | $4,740+450.5% |
| Participant deferral / active EE | $13,500 | $7,246+86.3% | $6,952+94.2% | $6,400+110.9% |
| Admin fee / account holder | $2,131 | $8,371-74.6% | $6,731-68.3% | $11,426-81.4% |