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 | $279,406 | $73,933+277.9% | $96,683+189.0% | $75,163+271.7% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 13.34% | 26.70%-13.4pp | 35.69%-22.4pp | 160.62%-147.3pp |
| Employer contribution / active EE | $14,574 | $2,928+397.8% | $3,737+290.0% | $2,670+445.9% |
| Participant deferral / active EE | $10,918 | $3,659+198.4% | $4,878+123.8% | $4,125+164.7% |
| Admin fee / account holder | $4,630 | $5,216-11.2% | $6,730-31.2% | $5,651-18.1% |