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 | $466,705 | $73,867+531.8% | $143,757+224.6% | $68,494+581.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.44% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $38,193 | $3,184+1099.5% | $4,951+671.4% | $2,596+1371.0% |
| Participant deferral / active EE | $20,892 | $3,384+517.3% | $5,637+270.6% | $4,027+418.8% |
| Admin fee / account holder | $1,673 | $5,755-70.9% | $14,673-88.6% | $5,403-69.0% |