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 | $614,847 | $167,484+267.1% | $151,611+305.5% | $134,475+357.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.78% | 7.80%-26.6pp | 3.33%-22.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $13,528 | $6,829+98.1% | $6,166+119.4% | $4,740+185.4% |
| Participant deferral / active EE | $6,902 | $8,986-23.2% | $8,363-17.5% | $6,400+7.8% |
| Admin fee / account holder | $4,182 | $13,783-69.7% | $11,616-64.0% | $11,426-63.4% |