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 | $420,661 | $99,341+323.5% | $84,750+396.4% | $273,961+53.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 22.16% | 22.93%-0.8pp | 22.78%-0.6pp | 41.45%-19.3pp |
| Employer contribution / active EE | $1,362 | $4,214-67.7% | $3,574-61.9% | $4,869-72.0% |
| Participant deferral / active EE | $7,561 | $4,269+77.1% | $3,712+103.7% | $5,287+43.0% |
| Admin fee / account holder | $1,080 | $6,644-83.7% | $5,332-79.7% | $10,132-89.3% |