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 | $484,584 | $133,958+261.7% | $112,228+331.8% | $134,475+260.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -10.96% | 47.11%-58.1pp | 27.45%-38.4pp | 417.96%-428.9pp |
| Employer contribution / active EE | $15,975 | $4,038+295.6% | $3,635+339.5% | $4,740+237.0% |
| Participant deferral / active EE | $9,849 | $5,291+86.2% | $4,728+108.3% | $6,400+53.9% |
| Admin fee / account holder | $208,891 | $7,489+2689.4% | $6,410+3158.8% | $11,426+1728.2% |