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 | $355,431 | $135,952+161.4% | $123,892+186.9% | $273,961+29.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.48% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $44,492 | $5,170+760.6% | $4,617+863.7% | $4,869+813.8% |
| Participant deferral / active EE | $8,133 | $6,343+28.2% | $5,984+35.9% | $5,287+53.8% |
| Admin fee / account holder | $21,226 | $9,817+116.2% | $8,357+154.0% | $10,132+109.5% |