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 | $339,410 | $52,681+544.3% | $75,781+347.9% | $59,632+469.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 2.61% | 2.95%-0.3pp | 9.68%-7.1pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $7,653 | $2,193+248.9% | $3,323+130.3% | $2,203+247.4% |
| Participant deferral / active EE | $3,058 | $2,591+18.0% | $3,651-16.2% | $3,192-4.2% |
| Admin fee / account holder | $3,254 | $3,610-9.8% | $5,299-38.6% | $4,297-24.3% |