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 | $356,610 | $64,707+451.1% | $112,228+217.8% | $68,494+420.6% |
| Participation rate | 97.7% | 67.2%+30.5pp | 75.1%+22.6pp | 67.9%+29.8pp |
| Annual return | -7.16% | -11.40%+4.2pp | 27.45%-34.6pp | -7.84%+0.7pp |
| Employer contribution / active EE | $10,203 | $2,746+271.6% | $3,635+180.7% | $2,596+293.0% |
| Participant deferral / active EE | $9,578 | $3,565+168.7% | $4,728+102.6% | $4,027+137.8% |
| Admin fee / account holder | $41,124 | $5,232+686.0% | $6,410+541.5% | $5,403+661.2% |