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 | $314,537 | $167,307+88.0% | $143,757+118.8% | $134,475+133.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.77% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $9,705 | $5,619+72.7% | $4,951+96.0% | $4,740+104.8% |
| Participant deferral / active EE | $4,356 | $6,446-32.4% | $5,637-22.7% | $6,400-31.9% |
| Admin fee / account holder | $1,075 | $18,088-94.1% | $14,673-92.7% | $11,426-90.6% |