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 | $257,309 | $81,900+214.2% | $119,609+115.1% | $68,494+275.7% |
| Participation rate | 97.2% | 71.9%+25.3pp | 79.3%+18.0pp | 67.9%+29.3pp |
| Annual return | -15.60% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $7,046 | $2,693+161.6% | $4,232+66.5% | $2,596+171.4% |
| Participant deferral / active EE | $4,906 | $4,148+18.3% | $5,602-12.4% | $4,027+21.8% |
| Admin fee / account holder | $11,479 | $6,582+74.4% | $10,323+11.2% | $5,403+112.5% |