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 | $361,319 | $97,757+269.6% | $83,848+330.9% | $135,375+166.9% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -5.99% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,565 | $4,222-15.5% | $3,631-1.8% | $4,779-25.4% |
| Participant deferral / active EE | $4,842 | $4,682+3.4% | $4,082+18.6% | $5,609-13.7% |
| Admin fee / account holder | $19,017 | $6,674+185.0% | $5,478+247.1% | $10,827+75.6% |