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 | $323,734 | $138,065+134.5% | $123,544+162.0% | $135,375+139.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.12% | 153.68%-157.8pp | 119.20%-123.3pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,521 | $5,151-70.5% | $4,628-67.1% | $4,779-68.2% |
| Participant deferral / active EE | $8,893 | $6,799+30.8% | $6,426+38.4% | $5,609+58.6% |
| Admin fee / account holder | $2,837 | $10,916-74.0% | $9,284-69.4% | $10,827-73.8% |