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 | $276,170 | $167,307+65.1% | $143,757+92.1% | $134,475+105.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.50% | 0.46%-18.0pp | -0.04%-17.5pp | 417.96%-435.5pp |
| Employer contribution / active EE | $15,257 | $5,619+171.5% | $4,951+208.2% | $4,740+221.9% |
| Participant deferral / active EE | $6,649 | $6,446+3.2% | $5,637+18.0% | $6,400+3.9% |
| Admin fee / account holder | $14,461 | $18,088-20.1% | $14,673-1.4% | $11,426+26.6% |