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 | $257,864 | $73,867+249.1% | $143,757+79.4% | $68,494+276.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.64% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,438 | $3,184-54.8% | $4,951-71.0% | $2,596-44.6% |
| Participant deferral / active EE | $2,661 | $3,384-21.4% | $5,637-52.8% | $4,027-33.9% |
| Admin fee / account holder | $2,581 | $5,755-55.1% | $14,673-82.4% | $5,403-52.2% |