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 | $417,438 | $95,862+335.5% | $79,550+424.8% | $134,475+210.4% |
| Participation rate | 72.2% | 75.0%-2.8pp | 69.5%+2.7pp | 81.2%-9.0pp |
| Annual return | -8.93% | -2.69%-6.2pp | 0.16%-9.1pp | 417.96%-426.9pp |
| Employer contribution / active EE | $2,527 | $3,128-19.2% | $2,413+4.7% | $4,740-46.7% |
| Participant deferral / active EE | $4,305 | $4,693-8.3% | $3,985+8.0% | $6,400-32.7% |
| Admin fee / account holder | $6,842 | $9,126-25.0% | $6,832+0.1% | $11,426-40.1% |