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 | $306,561 | $138,065+122.0% | $123,544+148.1% | $135,375+126.5% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -5.56% | 153.68%-159.2pp | 119.20%-124.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $4,312 | $5,151-16.3% | $4,628-6.8% | $4,779-9.8% |
| Participant deferral / active EE | $8,832 | $6,799+29.9% | $6,426+37.4% | $5,609+57.5% |
| Admin fee / account holder | $9,302 | $10,916-14.8% | $9,284+0.2% | $10,827-14.1% |