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 | $360,469 | $67,606+433.2% | $82,313+337.9% | $70,131+414.0% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 14.17% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $8,455 | $1,755+381.8% | $2,428+248.2% | $2,342+260.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,810 | $4,512+73.1% | $5,608+39.3% | $4,645+68.1% |