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 | $284,714 | $90,519+214.5% | $93,789+203.6% | $134,475+111.7% |
| Participation rate | 85.7% | 82.0%+3.8pp | 81.0%+4.8pp | 81.2%+4.5pp |
| Annual return | -14.11% | -15.72%+1.6pp | -11.33%-2.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $6,275 | $4,343+44.5% | $4,323+45.2% | $4,740+32.4% |
| Participant deferral / active EE | $9,804 | $5,978+64.0% | $6,094+60.9% | $6,400+53.2% |
| Admin fee / account holder | $18,070 | $9,252+95.3% | $7,195+151.2% | $11,426+58.2% |