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 | $447,225 | $62,573+614.7% | $85,682+422.0% | $85,850+420.9% |
| Participation rate | 94.9% | 61.1%+33.7pp | 69.9%+25.0pp | 69.3%+25.6pp |
| Annual return | 14.00% | 23.77%-9.8pp | 21.49%-7.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $9,477 | $1,757+439.5% | $2,618+262.0% | $2,565+269.5% |
| Participant deferral / active EE | $9,663 | $2,802+244.8% | $3,923+146.3% | $3,952+144.5% |
| Admin fee / account holder | $71,098 | $4,640+1432.2% | $6,873+934.5% | $6,260+1035.8% |