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 | $278,804 | $90,519+208.0% | $93,789+197.3% | $134,475+107.3% |
| Participation rate | 94.4% | 82.0%+12.5pp | 81.0%+13.5pp | 81.2%+13.2pp |
| Annual return | -17.66% | -15.72%-1.9pp | -11.33%-6.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $4,132 | $4,343-4.9% | $4,323-4.4% | $4,740-12.8% |
| Participant deferral / active EE | $9,824 | $5,978+64.3% | $6,094+61.2% | $6,400+53.5% |
| Admin fee / account holder | $6,368 | $9,252-31.2% | $7,195-11.5% | $11,426-44.3% |