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 | $510,734 | $167,484+204.9% | $151,611+236.9% | $134,475+279.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.53% | 7.80%-24.3pp | 3.33%-19.9pp | 417.96%-434.5pp |
| Employer contribution / active EE | $6,258 | $6,829-8.4% | $6,166+1.5% | $4,740+32.0% |
| Participant deferral / active EE | $12,536 | $8,986+39.5% | $8,363+49.9% | $6,400+95.9% |
| Admin fee / account holder | $3,711 | $13,783-73.1% | $11,616-68.1% | $11,426-67.5% |