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 | $275,788 | $190,805+44.5% | $159,960+72.4% | $134,475+105.1% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -14.61% | 552.23%-566.8pp | 408.60%-423.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,337 | $4,995+6.8% | $4,226+26.3% | $4,740+12.6% |
| Participant deferral / active EE | $18,212 | $6,923+163.1% | $6,182+194.6% | $6,400+184.6% |
| Admin fee / account holder | $398 | $10,471-96.2% | $8,698-95.4% | $11,426-96.5% |