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 | $306,237 | $114,381+167.7% | $107,525+184.8% | $142,382+115.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 13.12% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,406 | $4,015-65.0% | $3,754-62.5% | $4,299-67.3% |
| Participant deferral / active EE | $4,664 | $5,564-16.2% | $5,116-8.8% | $6,507-28.3% |
| Admin fee / account holder | $16,719 | $9,860+69.6% | $8,919+87.5% | $12,624+32.4% |