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 | $286,068 | $167,307+71.0% | $143,757+99.0% | $134,475+112.7% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -16.63% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $18,631 | $5,619+231.6% | $4,951+276.3% | $4,740+293.1% |
| Participant deferral / active EE | $11,607 | $6,446+80.1% | $5,637+105.9% | $6,400+81.4% |
| Admin fee / account holder | $7,657 | $18,088-57.7% | $14,673-47.8% | $11,426-33.0% |