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 | $305,651 | $93,024+228.6% | $77,024+296.8% | $134,475+127.3% |
| Participation rate | 95.0% | 74.5%+20.5pp | 67.9%+27.1pp | 81.2%+13.8pp |
| Annual return | -19.35% | 62.60%-81.9pp | 42.32%-61.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $8,280 | $3,418+142.3% | $2,812+194.4% | $4,740+74.7% |
| Participant deferral / active EE | $7,760 | $5,238+48.2% | $4,426+75.3% | $6,400+21.3% |
| Admin fee / account holder | $15,777 | $6,944+127.2% | $5,425+190.8% | $11,426+38.1% |