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 | $524,170 | $167,307+213.3% | $143,757+264.6% | $134,475+289.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.12% | 0.46%-10.6pp | -0.04%-10.1pp | 417.96%-428.1pp |
| Employer contribution / active EE | $1,886 | $5,619-66.4% | $4,951-61.9% | $4,740-60.2% |
| Participant deferral / active EE | $4,159 | $6,446-35.5% | $5,637-26.2% | $6,400-35.0% |
| Admin fee / account holder | $25,807 | $18,088+42.7% | $14,673+75.9% | $11,426+125.9% |