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 | $296,661 | $73,867+301.6% | $143,757+106.4% | $68,494+333.1% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -9.87% | 1.01%-10.9pp | -0.04%-9.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $8,532 | $3,184+168.0% | $4,951+72.3% | $2,596+228.6% |
| Participant deferral / active EE | $6,747 | $3,384+99.3% | $5,637+19.7% | $4,027+67.5% |
| Admin fee / account holder | $233,039 | $5,755+3949.6% | $14,673+1488.2% | $5,403+4213.4% |