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 | $343,515 | $92,222+272.5% | $76,768+347.5% | $135,375+153.8% |
| Participation rate | 95.5% | 79.8%+15.7pp | 77.0%+18.5pp | 82.6%+12.8pp |
| Annual return | -5.91% | 5.46%-11.4pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $13,306 | $3,216+313.7% | $2,485+435.4% | $4,779+178.4% |
| Participant deferral / active EE | $3,417 | $4,509-24.2% | $3,852-11.3% | $5,609-39.1% |
| Admin fee / account holder | $102,696 | $10,748+855.5% | $6,675+1438.5% | $10,827+848.5% |