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 8-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 | $474,969 | $142,344+233.7% | $119,609+297.1% | $134,475+253.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -13.83% | -12.44%-1.4pp | -14.97%+1.1pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,880 | $5,222-64.0% | $4,232-55.6% | $4,740-60.3% |
| Participant deferral / active EE | $13,514 | $6,469+108.9% | $5,602+141.2% | $6,400+111.2% |
| Admin fee / account holder | $1,249 | $13,584-90.8% | $10,323-87.9% | $11,426-89.1% |