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 | $278,315 | $81,900+239.8% | $119,609+132.7% | $68,494+306.3% |
| Participation rate | 98.6% | 71.9%+26.8pp | 79.3%+19.4pp | 67.9%+30.8pp |
| Annual return | -14.22% | -23.82%+9.6pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $13,199 | $2,693+390.0% | $4,232+211.9% | $2,596+408.4% |
| Participant deferral / active EE | $8,247 | $4,148+98.8% | $5,602+47.2% | $4,027+104.8% |
| Admin fee / account holder | $12,679 | $6,582+92.6% | $10,323+22.8% | $5,403+134.7% |