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 | $274,164 | $180,101+52.2% | $95,745+186.3% | - |
| Participation rate | 0.0% | 65.2%-65.2pp | 72.3%-72.3pp | - |
| Annual return | 21.19% | 26.55%-5.4pp | 28.35%-7.2pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $2,835-100.0% | - |
| Participant deferral / active EE | $0 | $4,104-100.0% | $4,245-100.0% | - |
| Admin fee / account holder | $21,814 | $23,406-6.8% | $5,678+284.2% | - |