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 | $256,914 | $167,484+53.4% | $151,611+69.5% | $134,475+91.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.23% | 7.80%-18.0pp | 3.33%-13.6pp | 417.96%-428.2pp |
| Employer contribution / active EE | $10,097 | $6,829+47.9% | $6,166+63.8% | $4,740+113.0% |
| Participant deferral / active EE | $7,622 | $8,986-15.2% | $8,363-8.9% | $6,400+19.1% |
| Admin fee / account holder | $3,681 | $13,783-73.3% | $11,616-68.3% | $11,426-67.8% |