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 | $256,380 | $110,094+132.9% | $151,611+69.1% | $68,494+274.3% |
| Participation rate | 82.5% | 84.0%-1.5pp | 87.5%-5.0pp | 67.9%+14.6pp |
| Annual return | -17.58% | -10.12%-7.5pp | 3.33%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $8,852 | $4,471+98.0% | $6,166+43.6% | $2,596+240.9% |
| Participant deferral / active EE | $14,147 | $6,527+116.7% | $8,363+69.2% | $4,027+251.3% |
| Admin fee / account holder | $9,905 | $7,719+28.3% | $11,616-14.7% | $5,403+83.3% |