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 | $337,569 | $77,813+333.8% | $123,544+173.2% | $64,186+425.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.00% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $8,378 | $3,014+178.0% | $4,628+81.0% | $2,381+251.9% |
| Participant deferral / active EE | $12,937 | $5,240+146.9% | $6,426+101.3% | $3,470+272.9% |
| Admin fee / account holder | $3,421 | $5,519-38.0% | $9,284-63.1% | $4,888-30.0% |