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 | $393,321 | $100,041+293.2% | $149,718+162.7% | $70,131+460.8% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.1%+5.0pp | 69.5%+22.6pp |
| Annual return | 15.88% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $39,213 | $3,662+970.9% | $5,445+620.2% | $2,342+1574.0% |
| Participant deferral / active EE | $5,214 | $4,983+4.6% | $6,569-20.6% | $3,332+56.5% |
| Admin fee / account holder | $40,215 | $8,286+385.3% | $11,283+256.4% | $4,645+765.7% |