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 | $257,186 | $167,307+53.7% | $143,757+78.9% | $134,475+91.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.36% | 0.46%-9.8pp | -0.04%-9.3pp | 417.96%-427.3pp |
| Employer contribution / active EE | $14,689 | $5,619+161.4% | $4,951+196.7% | $4,740+209.9% |
| Participant deferral / active EE | $9,186 | $6,446+42.5% | $5,637+63.0% | $6,400+43.5% |
| Admin fee / account holder | $10,913 | $18,088-39.7% | $14,673-25.6% | $11,426-4.5% |