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 | $603,174 | $59,107+920.5% | $86,436+597.8% | $68,494+780.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 6.15% | -0.23%+6.4pp | 4394.89%-4388.7pp | -7.84%+14.0pp |
| Employer contribution / active EE | $40,582 | $2,519+1511.1% | $3,769+976.9% | $2,596+1463.1% |
| Participant deferral / active EE | $2,687 | $5,901-54.5% | $6,952-61.3% | $4,027-33.3% |
| Admin fee / account holder | $61,739 | $5,637+995.3% | $6,731+817.2% | $5,403+1042.7% |