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 | $259,167 | $110,094+135.4% | $151,611+70.9% | $68,494+278.4% |
| Participation rate | 97.1% | 84.0%+13.1pp | 87.5%+9.6pp | 67.9%+29.2pp |
| Annual return | -16.96% | -10.12%-6.8pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,491 | $4,471-66.6% | $6,166-75.8% | $2,596-42.6% |
| Participant deferral / active EE | $9,901 | $6,527+51.7% | $8,363+18.4% | $4,027+145.8% |
| Admin fee / account holder | $2,245 | $7,719-70.9% | $11,616-80.7% | $5,403-58.4% |