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 | $268,547 | $82,664+224.9% | $125,339+114.3% | $68,494+292.1% |
| Participation rate | 84.4% | 75.0%+9.3pp | 82.4%+2.0pp | 67.9%+16.5pp |
| Annual return | -18.95% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,344 | $3,381-60.3% | $4,814-72.1% | $2,596-48.2% |
| Participant deferral / active EE | $12,467 | $6,110+104.0% | $7,446+67.4% | $4,027+209.6% |
| Admin fee / account holder | $32,803 | $6,275+422.7% | $10,010+227.7% | $5,403+507.2% |