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 | $393,323 | $82,286+378.0% | $68,791+471.8% | $134,475+192.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.03% | -2.19%-17.8pp | -6.38%-13.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $3,010 | $3,301-8.8% | $2,655+13.4% | $4,740-36.5% |
| Participant deferral / active EE | $18,168 | $4,739+283.4% | $3,941+361.0% | $6,400+183.9% |
| Admin fee / account holder | $2,610 | $6,481-59.7% | $4,932-47.1% | $11,426-77.2% |