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 | $304,000 | $154,117+97.3% | $129,995+133.9% | $139,434+118.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 12.74% | 32.48%-19.7pp | -137.18%+149.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $4,577 | $5,289-13.5% | $4,320+6.0% | $4,751-3.7% |
| Participant deferral / active EE | $13,591 | $6,710+102.5% | $5,820+133.5% | $6,710+102.5% |
| Admin fee / account holder | $4,342 | $14,007-69.0% | $10,614-59.1% | $11,403-61.9% |