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 | $251,084 | $133,958+87.4% | $112,228+123.7% | $134,475+86.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.66% | 47.11%-62.8pp | 27.45%-43.1pp | 417.96%-433.6pp |
| Employer contribution / active EE | $24,184 | $4,038+498.9% | $3,635+565.4% | $4,740+410.2% |
| Participant deferral / active EE | $6,550 | $5,291+23.8% | $4,728+38.5% | $6,400+2.3% |
| Admin fee / account holder | $36,388 | $7,489+385.9% | $6,410+467.7% | $11,426+218.5% |