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 | $311,008 | $77,813+299.7% | $123,544+151.7% | $64,186+384.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.57% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $12,520 | $3,014+315.4% | $4,628+170.5% | $2,381+425.9% |
| Participant deferral / active EE | $11,016 | $5,240+110.2% | $6,426+71.4% | $3,470+217.5% |
| Admin fee / account holder | $8,766 | $5,519+58.8% | $9,284-5.6% | $4,888+79.3% |