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 | $255,748 | $64,707+295.2% | $112,228+127.9% | $68,494+273.4% |
| Participation rate | 97.6% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.7pp |
| Annual return | -17.66% | -11.40%-6.3pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $23,608 | $2,746+759.8% | $3,635+549.5% | $2,596+809.3% |
| Participant deferral / active EE | $5,409 | $3,565+51.7% | $4,728+14.4% | $4,027+34.3% |
| Admin fee / account holder | $2,318 | $5,232-55.7% | $6,410-63.8% | $5,403-57.1% |