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 | $278,597 | $92,222+202.1% | $76,768+262.9% | $135,375+105.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.84% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,192 | $3,216-31.8% | $2,485-11.8% | $4,779-54.1% |
| Participant deferral / active EE | $2,020 | $4,509-55.2% | $3,852-47.6% | $5,609-64.0% |
| Admin fee / account holder | $3,549 | $10,748-67.0% | $6,675-46.8% | $10,827-67.2% |