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 | $257,918 | $138,065+86.8% | $123,544+108.8% | $135,375+90.5% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -7.38% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $3,140 | $5,151-39.1% | $4,628-32.2% | $4,779-34.3% |
| Participant deferral / active EE | $11,390 | $6,799+67.5% | $6,426+77.3% | $5,609+103.1% |
| Admin fee / account holder | $1,958 | $10,916-82.1% | $9,284-78.9% | $10,827-81.9% |