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 | $369,084 | $127,386+189.7% | $115,037+220.8% | $125,391+194.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.88% | 31.28%-32.2pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,358 | $5,166-54.4% | $4,608-48.8% | $4,866-51.5% |
| Participant deferral / active EE | $9,539 | $6,423+48.5% | $6,026+58.3% | $5,352+78.3% |
| Admin fee / account holder | $69,065 | $9,516+625.8% | $8,175+744.8% | $9,540+623.9% |