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 | $289,381 | $52,681+449.3% | $75,781+281.9% | $59,632+385.3% |
| Participation rate | 87.1% | 67.2%+19.9pp | 75.8%+11.3pp | 68.7%+18.4pp |
| Annual return | -1.86% | 2.95%-4.8pp | 9.68%-11.5pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $9,677 | $2,193+341.2% | $3,323+191.2% | $2,203+339.4% |
| Participant deferral / active EE | $8,937 | $2,591+245.0% | $3,651+144.8% | $3,192+180.0% |
| Admin fee / account holder | $11,150 | $3,610+208.9% | $5,299+110.4% | $4,297+159.5% |