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 | $266,665 | $59,805+345.9% | $79,550+235.2% | $68,494+289.3% |
| Participation rate | 95.7% | 61.1%+34.7pp | 69.5%+26.3pp | 67.9%+27.9pp |
| Annual return | 10.34% | -12.30%+22.6pp | 0.16%+10.2pp | -7.84%+18.2pp |
| Employer contribution / active EE | $5,753 | $1,505+282.3% | $2,413+138.4% | $2,596+121.6% |
| Participant deferral / active EE | $9,293 | $3,024+207.3% | $3,985+133.2% | $4,027+130.8% |
| Admin fee / account holder | $111,577 | $4,835+2207.8% | $6,832+1533.1% | $5,403+1965.2% |