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 3-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 | $271,632 | $111,754+143.1% | $103,333+162.9% | $145,922+86.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.58% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,757 | $4,212-34.5% | $3,868-28.7% | $4,660-40.8% |
| Participant deferral / active EE | $13,198 | $5,619+134.9% | $5,057+161.0% | $6,688+97.3% |
| Admin fee / account holder | $2,053 | $9,750-78.9% | $8,355-75.4% | $13,397-84.7% |