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 | $267,336 | $73,867+261.9% | $143,757+86.0% | $68,494+290.3% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -18.00% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,169 | $3,184+30.9% | $4,951-15.8% | $2,596+60.6% |
| Participant deferral / active EE | $4,409 | $3,384+30.3% | $5,637-21.8% | $4,027+9.5% |
| Admin fee / account holder | $3,905 | $5,755-32.1% | $14,673-73.4% | $5,403-27.7% |