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 | $272,975 | $167,307+63.2% | $143,757+89.9% | $134,475+103.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.49% | 0.46%-12.0pp | -0.04%-11.4pp | 417.96%-429.5pp |
| Employer contribution / active EE | $8,767 | $5,619+56.0% | $4,951+77.1% | $4,740+85.0% |
| Participant deferral / active EE | $5,826 | $6,446-9.6% | $5,637+3.4% | $6,400-9.0% |
| Admin fee / account holder | $1,744 | $18,088-90.4% | $14,673-88.1% | $11,426-84.7% |