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 | $280,869 | $142,344+97.3% | $119,609+134.8% | $134,475+108.9% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -19.22% | -12.44%-6.8pp | -14.97%-4.2pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,243 | $5,222-57.0% | $4,232-47.0% | $4,740-52.7% |
| Participant deferral / active EE | $2,770 | $6,469-57.2% | $5,602-50.6% | $6,400-56.7% |
| Admin fee / account holder | $27,257 | $13,584+100.7% | $10,323+164.0% | $11,426+138.6% |