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 | $454,396 | $93,024+388.5% | $77,024+489.9% | $134,475+237.9% |
| Participation rate | 93.3% | 74.5%+18.9pp | 67.9%+25.4pp | 81.2%+12.1pp |
| Annual return | -14.49% | 62.60%-77.1pp | 42.32%-56.8pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,017 | $3,418-41.0% | $2,812-28.3% | $4,740-57.4% |
| Participant deferral / active EE | $18,710 | $5,238+257.2% | $4,426+322.7% | $6,400+192.4% |
| Admin fee / account holder | $30,830 | $6,944+344.0% | $5,425+468.3% | $11,426+169.8% |