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 | $471,924 | $47,977+883.7% | $154,107+206.2% | $56,287+738.4% |
| Participation rate | 95.4% | 66.2%+29.2pp | 83.0%+12.3pp | 69.9%+25.5pp |
| Annual return | -4.83% | 3.54%-8.4pp | 735.12%-739.9pp | -9.96%+5.1pp |
| Employer contribution / active EE | $22,382 | $2,169+932.1% | $5,298+322.5% | $2,111+960.3% |
| Participant deferral / active EE | $12,540 | $2,392+424.3% | $5,081+146.8% | $3,350+274.4% |
| Admin fee / account holder | $63,674 | $438+14429.8% | $13,411+374.8% | $521+12122.8% |