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 | $258,468 | $59,107+337.3% | $86,436+199.0% | $68,494+277.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -17.38% | -0.23%-17.1pp | 4394.89%-4412.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $10,417 | $2,519+313.5% | $3,769+176.4% | $2,596+301.2% |
| Participant deferral / active EE | $9,728 | $5,901+64.8% | $6,952+39.9% | $4,027+141.6% |
| Admin fee / account holder | $13,794 | $5,637+144.7% | $6,731+104.9% | $5,403+155.3% |