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 | $280,039 | $94,529+196.2% | $140,016+100.0% | $64,186+336.3% |
| Participation rate | 94.1% | 84.1%+10.0pp | 87.5%+6.6pp | 69.6%+24.5pp |
| Annual return | -1.27% | 7.77%-9.0pp | 651.12%-652.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $11,765 | $3,812+208.6% | $5,606+109.9% | $2,381+394.1% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $35,548 | $6,741+427.3% | $10,705+232.1% | $4,888+627.2% |