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 | $274,755 | $77,813+253.1% | $123,544+122.4% | $64,186+328.1% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -7.11% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $6,278 | $3,014+108.3% | $4,628+35.7% | $2,381+163.7% |
| Participant deferral / active EE | $13,079 | $5,240+149.6% | $6,426+103.6% | $3,470+277.0% |
| Admin fee / account holder | $2,852 | $5,519-48.3% | $9,284-69.3% | $4,888-41.6% |