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 | $254,122 | $77,813+226.6% | $123,544+105.7% | $64,186+295.9% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -3.61% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.2pp |
| Employer contribution / active EE | $7,539 | $3,014+150.1% | $4,628+62.9% | $2,381+216.7% |
| Participant deferral / active EE | $9,667 | $5,240+84.5% | $6,426+50.4% | $3,470+178.6% |
| Admin fee / account holder | $5,116 | $5,519-7.3% | $9,284-44.9% | $4,888+4.7% |