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 | $292,654 | $82,664+254.0% | $125,339+133.5% | $68,494+327.3% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -12.26% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $12,099 | $3,381+257.8% | $4,814+151.3% | $2,596+366.0% |
| Participant deferral / active EE | $9,992 | $6,110+63.5% | $7,446+34.2% | $4,027+148.1% |
| Admin fee / account holder | $6,446 | $6,275+2.7% | $10,010-35.6% | $5,403+19.3% |