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 | $390,022 | $77,813+401.2% | $123,544+215.7% | $64,186+507.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.94% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,108 | $3,014+102.7% | $4,628+32.0% | $2,381+156.5% |
| Participant deferral / active EE | $12,756 | $5,240+143.4% | $6,426+98.5% | $3,470+267.7% |
| Admin fee / account holder | $8,489 | $5,519+53.8% | $9,284-8.6% | $4,888+73.7% |