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 | $279,167 | $92,222+202.7% | $76,768+263.6% | $135,375+106.2% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.54% | 5.46%-11.0pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,708 | $3,216-15.8% | $2,485+9.0% | $4,779-43.3% |
| Participant deferral / active EE | $6,955 | $4,509+54.3% | $3,852+80.6% | $5,609+24.0% |
| Admin fee / account holder | $7,525 | $10,748-30.0% | $6,675+12.7% | $10,827-30.5% |