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 | $540,434 | $73,867+631.6% | $143,757+275.9% | $68,494+689.0% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -17.54% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $31,895 | $3,184+901.7% | $4,951+544.2% | $2,596+1128.5% |
| Participant deferral / active EE | $13,498 | $3,384+298.8% | $5,637+139.4% | $4,027+235.2% |
| Admin fee / account holder | $42,960 | $5,755+646.5% | $14,673+192.8% | $5,403+695.2% |