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 | $274,846 | $105,860+159.6% | $90,749+202.9% | $134,475+104.4% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.7%-3.5pp | 81.2%-9.0pp |
| Annual return | -13.57% | -11.01%-2.6pp | -12.16%-1.4pp | 417.96%-431.5pp |
| Employer contribution / active EE | $2,502 | $3,462-27.7% | $2,921-14.3% | $4,740-47.2% |
| Participant deferral / active EE | $7,333 | $5,216+40.6% | $4,564+60.7% | $6,400+14.6% |
| Admin fee / account holder | $56,109 | $13,938+302.6% | $8,445+564.4% | $11,426+391.1% |