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 | $433,409 | $133,958+223.5% | $112,228+286.2% | $134,475+222.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.02% | 47.11%-62.1pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $7,079 | $4,038+75.3% | $3,635+94.8% | $4,740+49.4% |
| Participant deferral / active EE | $9,609 | $5,291+81.6% | $4,728+103.2% | $6,400+50.1% |
| Admin fee / account holder | $11,739 | $7,489+56.8% | $6,410+83.1% | $11,426+2.7% |