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 | $652,051 | $369,484+76.5% | $303,047+115.2% | $357,791+82.2% |
| Participation rate | 90.0% | 90.0%0pp | 87.1%+2.9pp | 85.6%+4.4pp |
| Annual return | 12.01% | 0.42%+11.6pp | 2.47%+9.5pp | 396.79%-384.8pp |
| Employer contribution / active EE | $0 | $9,025-100.0% | $7,418-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $12,582 | $5,439+131.3% | $5,070+148.2% | $5,521+127.9% |
| Admin fee / account holder | $464,916 | $49,137+846.2% | $39,333+1082.0% | $28,387+1537.8% |