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 4-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 | $314,123 | $82,664+280.0% | $125,339+150.6% | $68,494+358.6% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -13.90% | -5.97%-7.9pp | 572.05%-586.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,595 | $3,381+6.3% | $4,814-25.3% | $2,596+38.5% |
| Participant deferral / active EE | $12,782 | $6,110+109.2% | $7,446+71.7% | $4,027+217.4% |
| Admin fee / account holder | $8,354 | $6,275+33.1% | $10,010-16.5% | $5,403+54.6% |