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 | $411,939 | $167,484+146.0% | $151,611+171.7% | $134,475+206.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -2.96% | 7.80%-10.8pp | 3.33%-6.3pp | 417.96%-420.9pp |
| Employer contribution / active EE | $2,233 | $6,829-67.3% | $6,166-63.8% | $4,740-52.9% |
| Participant deferral / active EE | $14,573 | $8,986+62.2% | $8,363+74.2% | $6,400+127.7% |
| Admin fee / account holder | $340 | $13,783-97.5% | $11,616-97.1% | $11,426-97.0% |