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 | $371,399 | $64,707+474.0% | $112,228+230.9% | $68,494+442.2% |
| Participation rate | 97.6% | 67.2%+30.4pp | 75.1%+22.5pp | 67.9%+29.7pp |
| Annual return | -17.99% | -11.40%-6.6pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $21,415 | $2,746+679.9% | $3,635+489.2% | $2,596+724.8% |
| Participant deferral / active EE | $2,268 | $3,565-36.4% | $4,728-52.0% | $4,027-43.7% |
| Admin fee / account holder | $30,174 | $5,232+476.7% | $6,410+370.7% | $5,403+458.5% |