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 | $284,186 | $100,754+182.1% | $86,677+227.9% | $134,475+111.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.38% | 29.04%-37.4pp | 35.91%-44.3pp | 417.96%-426.3pp |
| Employer contribution / active EE | $2,348 | $3,489-32.7% | $2,836-17.2% | $4,740-50.5% |
| Participant deferral / active EE | $3,708 | $5,338-30.5% | $4,656-20.4% | $6,400-42.1% |
| Admin fee / account holder | $8,669 | $10,926-20.7% | $7,493+15.7% | $11,426-24.1% |