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 | $250,312 | $95,862+161.1% | $79,550+214.7% | $134,475+86.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -18.36% | -2.69%-15.7pp | 0.16%-18.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $2,789 | $3,128-10.8% | $2,413+15.6% | $4,740-41.2% |
| Participant deferral / active EE | $6,681 | $4,693+42.4% | $3,985+67.7% | $6,400+4.4% |
| Admin fee / account holder | $18,394 | $9,126+101.6% | $6,832+169.2% | $11,426+61.0% |