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 | $325,862 | $135,952+139.7% | $123,892+163.0% | $273,961+18.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.44% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $12,740 | $5,170+146.4% | $4,617+175.9% | $4,869+161.7% |
| Participant deferral / active EE | $15,375 | $6,343+142.4% | $5,984+156.9% | $5,287+190.8% |
| Admin fee / account holder | $4,249 | $9,817-56.7% | $8,357-49.2% | $10,132-58.1% |