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 | $256,447 | $42,894+497.9% | $60,874+321.3% | $68,494+274.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.24% | -13.98%-4.3pp | 16.90%-35.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,587 | $1,978-19.8% | $2,701-41.3% | $2,596-38.9% |
| Participant deferral / active EE | $4,890 | $2,867+70.6% | $3,817+28.1% | $4,027+21.4% |
| Admin fee / account holder | $14,515 | $3,101+368.1% | $3,224+350.2% | $5,403+168.7% |