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 | $326,371 | $95,862+240.5% | $79,550+310.3% | $134,475+142.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -2.25% | -2.69%+0.4pp | 0.16%-2.4pp | 417.96%-420.2pp |
| Employer contribution / active EE | $8,648 | $3,128+176.5% | $2,413+258.4% | $4,740+82.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $18,767 | $9,126+105.6% | $6,832+174.7% | $11,426+64.3% |