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 | $405,327 | $135,952+198.1% | $123,892+227.2% | $273,961+48.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.71% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $22,397 | $5,170+333.2% | $4,617+385.1% | $4,869+360.0% |
| Participant deferral / active EE | $15,754 | $6,343+148.4% | $5,984+163.3% | $5,287+198.0% |
| Admin fee / account holder | $1,986 | $9,817-79.8% | $8,357-76.2% | $10,132-80.4% |