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 | $313,053 | $152,509+105.3% | $117,472+166.5% | $134,475+132.8% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -17.27% | 52.99%-70.3pp | 29.74%-47.0pp | 417.96%-435.2pp |
| Employer contribution / active EE | $976 | $5,571-82.5% | $4,176-76.6% | $4,740-79.4% |
| Participant deferral / active EE | $12,837 | $4,818+166.5% | $4,070+215.4% | $6,400+100.6% |
| Admin fee / account holder | $7,863 | $7,004+12.3% | $5,645+39.3% | $11,426-31.2% |