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 | $266,833 | $73,867+261.2% | $143,757+85.6% | $68,494+289.6% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -14.75% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $12,109 | $3,184+280.3% | $4,951+144.6% | $2,596+366.4% |
| Participant deferral / active EE | $7,485 | $3,384+121.2% | $5,637+32.8% | $4,027+85.9% |
| Admin fee / account holder | $5,209 | $5,755-9.5% | $14,673-64.5% | $5,403-3.6% |