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 | $393,127 | $131,829+198.2% | $108,579+262.1% | $273,961+43.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.75% | -91.57%+99.3pp | -51.70%+59.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $13,695 | $4,912+178.8% | $3,758+264.4% | $4,869+181.3% |
| Participant deferral / active EE | $2,572 | $5,127-49.8% | $4,311-40.3% | $5,287-51.3% |
| Admin fee / account holder | $11,838 | $10,252+15.5% | $7,645+54.9% | $10,132+16.8% |