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 | $261,052 | $93,024+180.6% | $77,024+238.9% | $134,475+94.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -19.08% | 62.60%-81.7pp | 42.32%-61.4pp | 417.96%-437.0pp |
| Employer contribution / active EE | $1,254 | $3,418-63.3% | $2,812-55.4% | $4,740-73.5% |
| Participant deferral / active EE | $12,542 | $5,238+139.4% | $4,426+183.3% | $6,400+96.0% |
| Admin fee / account holder | $14,437 | $6,944+107.9% | $5,425+166.1% | $11,426+26.4% |