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 | $328,217 | $142,344+130.6% | $119,609+174.4% | $134,475+144.1% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | 20.56% | -12.44%+33.0pp | -14.97%+35.5pp | 417.96%-397.4pp |
| Employer contribution / active EE | $8,354 | $5,222+60.0% | $4,232+97.4% | $4,740+76.3% |
| Participant deferral / active EE | $11,309 | $6,469+74.8% | $5,602+101.9% | $6,400+76.7% |
| Admin fee / account holder | $205,942 | $13,584+1416.1% | $10,323+1894.9% | $11,426+1702.4% |