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 | $390,971 | $91,190+328.7% | $178,490+119.0% | $79,858+389.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.74% | 24.19%-13.5pp | 151.07%-140.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $4,799 | $3,256+47.4% | $5,011-4.2% | $2,471+94.2% |
| Participant deferral / active EE | $4,357 | $3,236+34.6% | $5,202-16.2% | $3,740+16.5% |
| Admin fee / account holder | $12,383 | $6,751+83.4% | $13,984-11.4% | $5,306+133.4% |