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 | $305,630 | $100,754+203.3% | $86,677+252.6% | $134,475+127.3% |
| Participation rate | 76.9% | 78.9%-2.0pp | 76.6%+0.3pp | 81.2%-4.3pp |
| Annual return | -13.89% | 29.04%-42.9pp | 35.91%-49.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,222 | $3,489-65.0% | $2,836-56.9% | $4,740-74.2% |
| Participant deferral / active EE | $8,887 | $5,338+66.5% | $4,656+90.9% | $6,400+38.9% |
| Admin fee / account holder | $29,614 | $10,926+171.0% | $7,493+295.2% | $11,426+159.2% |