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 | $272,617 | $81,900+232.9% | $119,609+127.9% | $68,494+298.0% |
| Participation rate | 93.8% | 71.9%+21.9pp | 79.3%+14.5pp | 67.9%+25.9pp |
| Annual return | -16.93% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,121 | $2,693+15.9% | $4,232-26.3% | $2,596+20.2% |
| Participant deferral / active EE | $6,720 | $4,148+62.0% | $5,602+20.0% | $4,027+66.9% |
| Admin fee / account holder | $14,778 | $6,582+124.5% | $10,323+43.1% | $5,403+173.5% |