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 | $286,989 | $82,664+247.2% | $125,339+129.0% | $68,494+319.0% |
| Participation rate | 79.2% | 75.0%+4.2pp | 82.4%-3.1pp | 67.9%+11.4pp |
| Annual return | -19.17% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $8,217 | $3,381+143.0% | $4,814+70.7% | $2,596+216.5% |
| Participant deferral / active EE | $8,095 | $6,110+32.5% | $7,446+8.7% | $4,027+101.0% |
| Admin fee / account holder | $1,446 | $6,275-77.0% | $10,010-85.6% | $5,403-73.2% |