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 | $405,504 | $90,600+347.6% | $79,464+410.3% | $135,375+199.5% |
| Participation rate | 72.7% | 76.0%-3.3pp | 73.3%-0.6pp | 82.6%-9.9pp |
| Annual return | -5.45% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,188 | $3,068-28.7% | $2,800-21.9% | $4,779-54.2% |
| Participant deferral / active EE | $4,034 | $4,050-0.4% | $3,704+8.9% | $5,609-28.1% |
| Admin fee / account holder | $59,854 | $5,907+913.3% | $5,113+1070.6% | $10,827+452.8% |