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 | $328,518 | $79,633+312.5% | $93,789+250.3% | $68,494+379.6% |
| Participation rate | 88.0% | 75.4%+12.6pp | 81.0%+7.0pp | 67.9%+20.1pp |
| Annual return | -10.83% | -0.10%-10.7pp | -11.33%+0.5pp | -7.84%-3.0pp |
| Employer contribution / active EE | $11,696 | $3,665+219.1% | $4,323+170.6% | $2,596+350.5% |
| Participant deferral / active EE | $6,626 | $5,158+28.5% | $6,094+8.7% | $4,027+64.5% |
| Admin fee / account holder | $82,780 | $6,871+1104.7% | $7,195+1050.6% | $5,403+1432.2% |