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 | $355,993 | $154,117+131.0% | $129,995+173.9% | $139,434+155.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 11.01% | 32.48%-21.5pp | -137.18%+148.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $3,218 | $5,289-39.2% | $4,320-25.5% | $4,751-32.3% |
| Participant deferral / active EE | $4,727 | $6,710-29.5% | $5,820-18.8% | $6,710-29.6% |
| Admin fee / account holder | $14,688 | $14,007+4.9% | $10,614+38.4% | $11,403+28.8% |