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 | $867,258 | $73,867+1074.1% | $143,757+503.3% | $68,494+1166.2% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -13.24% | 1.01%-14.2pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $24,577 | $3,184+671.9% | $4,951+396.4% | $2,596+846.6% |
| Participant deferral / active EE | $21,691 | $3,384+540.9% | $5,637+284.8% | $4,027+438.6% |
| Admin fee / account holder | $151,235 | $5,755+2528.1% | $14,673+930.7% | $5,403+2699.2% |