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 | $546,238 | $135,635+302.7% | $110,238+395.5% | $135,375+303.5% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | -5.33% | 513.19%-518.5pp | 314.74%-320.1pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,684 | $4,906-4.5% | $3,826+22.4% | $4,779-2.0% |
| Participant deferral / active EE | $10,854 | $5,506+97.1% | $4,672+132.3% | $5,609+93.5% |
| Admin fee / account holder | $1,584 | $11,457-86.2% | $8,547-81.5% | $10,827-85.4% |