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 | $559,362 | $81,900+583.0% | $119,609+367.7% | $68,494+716.7% |
| Participation rate | 93.4% | 71.9%+21.5pp | 79.3%+14.2pp | 67.9%+25.6pp |
| Annual return | 8.29% | -23.82%+32.1pp | -14.97%+23.3pp | -7.84%+16.1pp |
| Employer contribution / active EE | $6,280 | $2,693+133.2% | $4,232+48.4% | $2,596+141.9% |
| Participant deferral / active EE | $9,996 | $4,148+141.0% | $5,602+78.4% | $4,027+148.2% |
| Admin fee / account holder | $85,835 | $6,582+1204.2% | $10,323+731.5% | $5,403+1488.7% |