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 | $348,323 | $76,912+352.9% | $129,110+169.8% | $68,494+408.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -14.25% | -9.78%-4.5pp | -10.94%-3.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,021 | $3,243+24.0% | $5,052-20.4% | $2,596+54.9% |
| Participant deferral / active EE | $9,343 | $4,732+97.4% | $6,542+42.8% | $4,027+132.0% |
| Admin fee / account holder | $17,354 | $6,638+161.4% | $14,302+21.3% | $5,403+221.2% |