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 | $298,659 | $45,863+551.2% | $77,024+287.8% | $68,494+336.0% |
| Participation rate | 97.1% | 55.9%+41.1pp | 67.9%+29.2pp | 67.9%+29.2pp |
| Annual return | -18.35% | 1.72%-20.1pp | 42.32%-60.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $7,580 | $1,650+359.5% | $2,812+169.5% | $2,596+191.9% |
| Participant deferral / active EE | $11,248 | $2,962+279.7% | $4,426+154.1% | $4,027+179.3% |
| Admin fee / account holder | $4,498 | $3,041+47.9% | $5,425-17.1% | $5,403-16.7% |