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 | $754,170 | $77,899+868.1% | $149,673+403.9% | $75,163+903.4% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 16.49% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $32,875 | $3,137+947.8% | $4,818+582.4% | $2,670+1131.4% |
| Participant deferral / active EE | $19,843 | $3,411+481.7% | $5,680+249.3% | $4,125+381.0% |
| Admin fee / account holder | $108,595 | $5,956+1723.2% | $13,210+722.1% | $5,651+1821.7% |