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 | $293,695 | $77,813+277.4% | $123,544+137.7% | $64,186+357.6% |
| Participation rate | 89.7% | 74.7%+14.9pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | -5.85% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,163 | $3,014+104.5% | $4,628+33.2% | $2,381+158.9% |
| Participant deferral / active EE | $4,369 | $5,240-16.6% | $6,426-32.0% | $3,470+25.9% |
| Admin fee / account holder | $2,934 | $5,519-46.8% | $9,284-68.4% | $4,888-40.0% |