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 | $848,782 | $106,543+696.7% | $91,220+830.5% | $134,475+531.2% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -16.42% | 160.60%-177.0pp | 114.01%-130.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,505 | $3,331+5.2% | $2,850+23.0% | $4,740-26.1% |
| Participant deferral / active EE | $12,552 | $4,719+166.0% | $4,234+196.5% | $6,400+96.1% |
| Admin fee / account holder | $1,311 | $6,231-79.0% | $5,420-75.8% | $11,426-88.5% |