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 | $587,536 | $42,383+1286.3% | $76,523+667.8% | $64,186+815.4% |
| Participation rate | 70.1% | 58.1%+12.0pp | 68.0%+2.2pp | 69.6%+0.6pp |
| Annual return | 170.88% | -16.54%+187.4pp | -0.27%+171.1pp | 7.63%+163.2pp |
| Employer contribution / active EE | $1,877 | $1,563+20.1% | $2,647-29.1% | $2,381-21.1% |
| Participant deferral / active EE | $6,273 | $2,566+144.4% | $3,835+63.6% | $3,470+80.8% |
| Admin fee / account holder | $9,367 | $3,198+192.9% | $4,848+93.2% | $4,888+91.6% |