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 | $299,163 | $95,862+212.1% | $79,550+276.1% | $134,475+122.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -8.72% | -2.69%-6.0pp | 0.16%-8.9pp | 417.96%-426.7pp |
| Employer contribution / active EE | $5,489 | $3,128+75.5% | $2,413+127.5% | $4,740+15.8% |
| Participant deferral / active EE | $5,969 | $4,693+27.2% | $3,985+49.8% | $6,400-6.7% |
| Admin fee / account holder | $35,916 | $9,126+293.6% | $6,832+425.7% | $11,426+214.3% |