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 | $257,370 | $93,024+176.7% | $77,024+234.1% | $134,475+91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.16% | 62.60%-78.8pp | 42.32%-58.5pp | 417.96%-434.1pp |
| Employer contribution / active EE | $16,883 | $3,418+394.0% | $2,812+500.3% | $4,740+256.2% |
| Participant deferral / active EE | $7,596 | $5,238+45.0% | $4,426+71.6% | $6,400+18.7% |
| Admin fee / account holder | $1,607 | $6,944-76.9% | $5,425-70.4% | $11,426-85.9% |