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 | $301,870 | $77,813+287.9% | $123,544+144.3% | $64,186+370.3% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -4.97% | 12.48%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $18,335 | $3,014+508.4% | $4,628+296.2% | $2,381+670.1% |
| Participant deferral / active EE | $11,321 | $5,240+116.1% | $6,426+76.2% | $3,470+226.3% |
| Admin fee / account holder | $32,434 | $5,519+487.7% | $9,284+249.4% | $4,888+563.5% |