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 | $333,938 | $90,519+268.9% | $93,789+256.1% | $134,475+148.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.67% | -15.72%0pp | -11.33%-4.3pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,875 | $4,343-56.8% | $4,323-56.6% | $4,740-60.4% |
| Participant deferral / active EE | $10,050 | $5,978+68.1% | $6,094+64.9% | $6,400+57.0% |
| Admin fee / account holder | $58,621 | $9,252+533.6% | $7,195+714.8% | $11,426+413.1% |