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 | $282,270 | $72,177+291.1% | $115,037+145.4% | $59,632+373.4% |
| Participation rate | 98.4% | 72.6%+25.8pp | 81.4%+17.0pp | 68.7%+29.7pp |
| Annual return | -0.79% | 12.02%-12.8pp | 26.14%-26.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,502 | $2,841+23.3% | $4,608-24.0% | $2,203+59.0% |
| Participant deferral / active EE | $6,937 | $4,783+45.0% | $6,026+15.1% | $3,192+117.3% |
| Admin fee / account holder | $31,531 | $4,927+540.0% | $8,175+285.7% | $4,297+633.8% |