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 | $403,368 | $93,571+331.1% | $135,903+196.8% | $75,163+436.7% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.2pp | 67.2%+19.0pp |
| Annual return | 20.53% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $18,785 | $6,404+193.3% | $7,758+142.1% | $4,125+355.4% |
| Admin fee / account holder | $62,960 | $6,975+802.6% | $10,762+485.0% | $5,651+1014.2% |