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 | $274,813 | $127,386+115.7% | $115,037+138.9% | $125,391+119.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.14% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,873 | $5,166-63.7% | $4,608-59.4% | $4,866-61.5% |
| Participant deferral / active EE | $5,167 | $6,423-19.6% | $6,026-14.3% | $5,352-3.5% |
| Admin fee / account holder | $1,452 | $9,516-84.7% | $8,175-82.2% | $9,540-84.8% |