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 | $254,303 | $92,222+175.8% | $76,768+231.3% | $135,375+87.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -5.33% | 5.46%-10.8pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,187 | $3,216-32.0% | $2,485-12.0% | $4,779-54.2% |
| Participant deferral / active EE | $5,931 | $4,509+31.6% | $3,852+54.0% | $5,609+5.7% |
| Admin fee / account holder | $13,575 | $10,748+26.3% | $6,675+103.4% | $10,827+25.4% |