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 | $272,730 | $167,307+63.0% | $143,757+89.7% | $134,475+102.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -17.59% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $30,340 | $5,619+439.9% | $4,951+512.8% | $4,740+540.1% |
| Participant deferral / active EE | $13,176 | $6,446+104.4% | $5,637+133.7% | $6,400+105.9% |
| Admin fee / account holder | $1,409 | $18,088-92.2% | $14,673-90.4% | $11,426-87.7% |