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 | $437,975 | $90,503+383.9% | $78,689+456.6% | $273,961+59.9% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 8.04% | 75.60%-67.6pp | 62.18%-54.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,778 | $3,176-12.5% | $2,851-2.6% | $4,869-42.9% |
| Participant deferral / active EE | $4,077 | $3,901+4.5% | $3,517+15.9% | $5,287-22.9% |
| Admin fee / account holder | $20,637 | $5,263+292.1% | $4,510+357.5% | $10,132+103.7% |