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 7-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 | $336,065 | $64,307+422.6% | $57,343+486.1% | $125,391+168.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.91% | 25.12%-28.0pp | 24.39%-27.3pp | 282.22%-285.1pp |
| Employer contribution / active EE | $25,265 | $3,193+691.3% | $2,689+839.7% | $4,866+419.2% |
| Participant deferral / active EE | $13,612 | $3,848+253.7% | $3,162+330.4% | $5,352+154.4% |
| Admin fee / account holder | $3,732 | $5,242-28.8% | $3,356+11.2% | $9,540-60.9% |