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 | $402,911 | $215,361+87.1% | $171,082+135.5% | $273,961+47.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.06% | 25.14%-20.1pp | 32.56%-27.5pp | 41.45%-36.4pp |
| Employer contribution / active EE | $5,488 | $4,967+10.5% | $4,002+37.1% | $4,869+12.7% |
| Participant deferral / active EE | $16,018 | $5,543+189.0% | $4,797+233.9% | $5,287+203.0% |
| Admin fee / account holder | $91,108 | $10,846+740.0% | $8,520+969.4% | $10,132+799.2% |