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 | $279,503 | $110,094+153.9% | $151,611+84.4% | $68,494+308.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.41% | -10.12%-1.3pp | 3.33%-14.7pp | -7.84%-3.6pp |
| Employer contribution / active EE | $17,714 | $4,471+296.2% | $6,166+187.3% | $2,596+582.3% |
| Participant deferral / active EE | $16,768 | $6,527+156.9% | $8,363+100.5% | $4,027+316.4% |
| Admin fee / account holder | $10,474 | $7,719+35.7% | $11,616-9.8% | $5,403+93.9% |