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 | $409,562 | $110,094+272.0% | $151,611+170.1% | $68,494+497.9% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -16.32% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $34,740 | $4,471+677.1% | $6,166+463.4% | $2,596+1238.0% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $44,234 | $7,719+473.1% | $11,616+280.8% | $5,403+718.7% |