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 | $272,151 | $167,307+62.7% | $143,757+89.3% | $134,475+102.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.49% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $13,979 | $5,619+148.8% | $4,951+182.4% | $4,740+194.9% |
| Participant deferral / active EE | $7,240 | $6,446+12.3% | $5,637+28.4% | $6,400+13.1% |
| Admin fee / account holder | $2,295 | $18,088-87.3% | $14,673-84.4% | $11,426-79.9% |