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 | $355,567 | $95,862+270.9% | $79,550+347.0% | $134,475+164.4% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -15.79% | -2.69%-13.1pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,545 | $3,128-50.6% | $2,413-36.0% | $4,740-67.4% |
| Participant deferral / active EE | $7,987 | $4,693+70.2% | $3,985+100.4% | $6,400+24.8% |
| Admin fee / account holder | $24,085 | $9,126+163.9% | $6,832+252.5% | $11,426+110.8% |