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 | $546,525 | $73,867+639.9% | $143,757+280.2% | $68,494+697.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.32% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $31,460 | $3,184+888.0% | $4,951+535.4% | $2,596+1111.7% |
| Participant deferral / active EE | $19,021 | $3,384+462.0% | $5,637+237.4% | $4,027+372.3% |
| Admin fee / account holder | $14,466 | $5,755+151.4% | $14,673-1.4% | $5,403+167.8% |