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 | $301,549 | $133,958+125.1% | $112,228+168.7% | $134,475+124.2% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -14.02% | 47.11%-61.1pp | 27.45%-41.5pp | 417.96%-432.0pp |
| Employer contribution / active EE | $9,480 | $4,038+134.8% | $3,635+160.8% | $4,740+100.0% |
| Participant deferral / active EE | $6,455 | $5,291+22.0% | $4,728+36.5% | $6,400+0.9% |
| Admin fee / account holder | $24,076 | $7,489+221.5% | $6,410+275.6% | $11,426+110.7% |