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 | $303,563 | $82,664+267.2% | $125,339+142.2% | $68,494+343.2% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -15.74% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,244 | $6,110+51.3% | $7,446+24.1% | $4,027+129.6% |
| Admin fee / account holder | $30,310 | $6,275+383.0% | $10,010+202.8% | $5,403+461.0% |