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 | $281,020 | $49,280+470.3% | $67,313+317.5% | $64,186+337.8% |
| Participation rate | 87.9% | 60.8%+27.1pp | 69.1%+18.8pp | 69.6%+18.3pp |
| Annual return | -2.80% | -1.39%-1.4pp | -4.08%+1.3pp | 7.63%-10.4pp |
| Employer contribution / active EE | $11,502 | $1,668+589.4% | $2,566+348.3% | $2,381+383.1% |
| Participant deferral / active EE | $13,517 | $2,484+444.1% | $3,568+278.8% | $3,470+289.6% |
| Admin fee / account holder | $35,363 | $3,863+815.5% | $4,507+684.7% | $4,888+623.5% |