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 | $273,359 | $77,813+251.3% | $123,544+121.3% | $64,186+325.9% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.2pp |
| Annual return | -4.79% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $17,546 | $3,014+482.2% | $4,628+279.1% | $2,381+637.0% |
| Participant deferral / active EE | $12,680 | $5,240+142.0% | $6,426+97.3% | $3,470+265.5% |
| Admin fee / account holder | $7,905 | $5,519+43.2% | $9,284-14.9% | $4,888+61.7% |