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 | $282,225 | $59,805+371.9% | $79,550+254.8% | $68,494+312.0% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.5%+14.5pp | 67.9%+16.1pp |
| Annual return | -18.55% | -12.30%-6.3pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $10,287 | $1,505+583.6% | $2,413+326.3% | $2,596+296.2% |
| Participant deferral / active EE | $9,149 | $3,024+202.5% | $3,985+129.6% | $4,027+127.2% |
| Admin fee / account holder | $3,160 | $4,835-34.6% | $6,832-53.7% | $5,403-41.5% |