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 | $332,081 | $90,600+266.5% | $79,464+317.9% | $135,375+145.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -6.94% | 977.43%-984.4pp | 718.14%-725.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $12,664 | $3,068+312.8% | $2,800+352.2% | $4,779+165.0% |
| Participant deferral / active EE | $7,926 | $4,050+95.7% | $3,704+114.0% | $5,609+41.3% |
| Admin fee / account holder | $7,583 | $5,907+28.4% | $5,113+48.3% | $10,827-30.0% |