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 | $282,816 | $82,664+242.1% | $125,339+125.6% | $68,494+312.9% |
| Participation rate | 82.1% | 75.0%+7.1pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | -18.00% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,361 | $3,381-0.6% | $4,814-30.2% | $2,596+29.5% |
| Participant deferral / active EE | $7,423 | $6,110+21.5% | $7,446-0.3% | $4,027+84.3% |
| Admin fee / account holder | $659 | $6,275-89.5% | $10,010-93.4% | $5,403-87.8% |