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 | $300,415 | $64,707+364.3% | $112,228+167.7% | $68,494+338.6% |
| Participation rate | 87.2% | 67.2%+20.0pp | 75.1%+12.1pp | 67.9%+19.3pp |
| Annual return | -10.52% | -11.40%+0.9pp | 27.45%-38.0pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,757 | $2,746-36.0% | $3,635-51.7% | $2,596-32.3% |
| Participant deferral / active EE | $11,562 | $3,565+224.3% | $4,728+144.6% | $4,027+187.1% |
| Admin fee / account holder | $11,081 | $5,232+111.8% | $6,410+72.9% | $5,403+105.1% |