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 | $305,654 | $105,860+188.7% | $90,749+236.8% | $134,475+127.3% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.7%+2.1pp | 81.2%-3.4pp |
| Annual return | -17.87% | -11.01%-6.9pp | -12.16%-5.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $2,443 | $3,462-29.4% | $2,921-16.4% | $4,740-48.5% |
| Participant deferral / active EE | $11,187 | $5,216+114.5% | $4,564+145.1% | $6,400+74.8% |
| Admin fee / account holder | $18,808 | $13,938+34.9% | $8,445+122.7% | $11,426+64.6% |