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 | $311,573 | $72,404+330.3% | $110,238+182.6% | $64,186+385.4% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.2pp | 69.6%+27.5pp |
| Annual return | 1.92% | -6.29%+8.2pp | 314.74%-312.8pp | 7.63%-5.7pp |
| Employer contribution / active EE | $4,573 | $2,282+100.4% | $3,826+19.5% | $2,381+92.1% |
| Participant deferral / active EE | $5,664 | $3,469+63.3% | $4,672+21.2% | $3,470+63.2% |
| Admin fee / account holder | $20,226 | $5,664+257.1% | $8,547+136.6% | $4,888+313.8% |