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 | $277,191 | $64,707+328.4% | $112,228+147.0% | $68,494+304.7% |
| Participation rate | 95.2% | 67.2%+28.1pp | 75.1%+20.2pp | 67.9%+27.3pp |
| Annual return | -13.54% | -11.40%-2.1pp | 27.45%-41.0pp | -7.84%-5.7pp |
| Employer contribution / active EE | $7,315 | $2,746+166.4% | $3,635+101.2% | $2,596+181.7% |
| Participant deferral / active EE | $9,554 | $3,565+168.0% | $4,728+102.1% | $4,027+137.2% |
| Admin fee / account holder | $9,577 | $5,232+83.0% | $6,410+49.4% | $5,403+77.3% |