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 | $326,376 | $57,354+469.1% | $83,848+289.2% | $64,186+408.5% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | -5.83% | 11.38%-17.2pp | 850.88%-856.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $6,993 | $2,545+174.7% | $3,631+92.6% | $2,381+193.7% |
| Participant deferral / active EE | $6,993 | $2,993+133.6% | $4,082+71.3% | $3,470+101.6% |
| Admin fee / account holder | $5,129 | $4,046+26.8% | $5,478-6.4% | $4,888+4.9% |