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 | $337,237 | $133,958+151.7% | $112,228+200.5% | $134,475+150.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.13% | 47.11%-61.2pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $9,782 | $4,038+142.2% | $3,635+169.1% | $4,740+106.4% |
| Participant deferral / active EE | $14,703 | $5,291+177.9% | $4,728+211.0% | $6,400+129.8% |
| Admin fee / account holder | $110,464 | $7,489+1375.1% | $6,410+1623.3% | $11,426+866.8% |