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 | $356,740 | $84,233+323.5% | $170,442+109.3% | $70,131+408.7% |
| Participation rate | 96.0% | 70.8%+25.2pp | 83.6%+12.4pp | 69.5%+26.5pp |
| Annual return | 18.23% | 23.06%-4.8pp | 205.93%-187.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $13,719 | $3,387+305.1% | $5,433+152.5% | $2,342+485.7% |
| Participant deferral / active EE | $8,558 | $3,086+177.4% | $4,939+73.3% | $3,332+156.9% |
| Admin fee / account holder | $1,298 | $5,698-77.2% | $13,880-90.6% | $4,645-72.1% |