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 6-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 | $366,652 | $133,958+173.7% | $112,228+226.7% | $134,475+172.7% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.1%+3.9pp | 81.2%-2.3pp |
| Annual return | -5.20% | 47.11%-52.3pp | 27.45%-32.7pp | 417.96%-423.2pp |
| Employer contribution / active EE | $3,142 | $4,038-22.2% | $3,635-13.5% | $4,740-33.7% |
| Participant deferral / active EE | $3,825 | $5,291-27.7% | $4,728-19.1% | $6,400-40.2% |
| Admin fee / account holder | $146,657 | $7,489+1858.4% | $6,410+2187.9% | $11,426+1183.5% |