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 | $316,520 | $142,344+122.4% | $119,609+164.6% | $134,475+135.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.65% | -12.44%-7.2pp | -14.97%-4.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $2,416 | $5,222-53.7% | $4,232-42.9% | $4,740-49.0% |
| Participant deferral / active EE | $6,679 | $6,469+3.2% | $5,602+19.2% | $6,400+4.4% |
| Admin fee / account holder | $11,091 | $13,584-18.4% | $10,323+7.4% | $11,426-2.9% |