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 | $550,623 | $90,600+507.8% | $79,464+592.9% | $135,375+306.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -3.87% | 977.43%-981.3pp | 718.14%-722.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $6,840 | $3,068+123.0% | $2,800+144.3% | $4,779+43.1% |
| Participant deferral / active EE | $9,775 | $4,050+141.3% | $3,704+163.9% | $5,609+74.3% |
| Admin fee / account holder | $108,689 | $5,907+1740.1% | $5,113+2025.8% | $10,827+903.9% |