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 | $285,189 | $91,911+210.3% | $68,793+314.6% | $135,375+110.7% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -3.66% | -8.22%+4.6pp | -4.63%+1.0pp | 519.73%-523.4pp |
| Employer contribution / active EE | $2,749 | $3,924-29.9% | $2,625+4.7% | $4,779-42.5% |
| Participant deferral / active EE | $7,927 | $4,315+83.7% | $3,311+139.4% | $5,609+41.3% |
| Admin fee / account holder | $18,853 | $9,240+104.0% | $5,131+267.5% | $10,827+74.1% |