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 | $257,340 | $77,813+230.7% | $123,544+108.3% | $64,186+300.9% |
| Participation rate | 97.1% | 74.7%+22.3pp | 82.3%+14.8pp | 69.6%+27.5pp |
| Annual return | -7.28% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $5,053 | $3,014+67.7% | $4,628+9.2% | $2,381+112.2% |
| Participant deferral / active EE | $9,834 | $5,240+87.7% | $6,426+53.0% | $3,470+183.4% |
| Admin fee / account holder | $17,618 | $5,519+219.2% | $9,284+89.8% | $4,888+260.4% |