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 | $625,818 | $167,484+273.7% | $151,611+312.8% | $134,475+365.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.60% | 7.80%-22.4pp | 3.33%-17.9pp | 417.96%-432.6pp |
| Employer contribution / active EE | $4,997 | $6,829-26.8% | $6,166-19.0% | $4,740+5.4% |
| Participant deferral / active EE | $6,226 | $8,986-30.7% | $8,363-25.6% | $6,400-2.7% |
| Admin fee / account holder | $60,553 | $13,783+339.3% | $11,616+421.3% | $11,426+430.0% |