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 | $447,054 | $84,402+429.7% | $61,373+628.4% | $134,475+232.4% |
| Participation rate | 77.8% | 62.2%+15.6pp | 52.6%+25.2pp | 81.2%-3.4pp |
| Annual return | -17.49% | 584.55%-602.0pp | 338.61%-356.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $3,518 | $1,544+127.8% | $1,159+203.4% | $4,740-25.8% |
| Participant deferral / active EE | $7,780 | $2,819+176.0% | $2,125+266.1% | $6,400+21.6% |
| Admin fee / account holder | $1,495 | $2,585-42.2% | $2,130-29.8% | $11,426-86.9% |