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 | $288,730 | $58,523+393.4% | $99,443+190.3% | $72,985+295.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 16.49% | 28.51%-12.0pp | 30.72%-14.2pp | 81.00%-64.5pp |
| Employer contribution / active EE | $6,963 | $1,512+360.5% | $2,540+174.2% | $2,440+185.4% |
| Participant deferral / active EE | $6,238 | $2,606+139.4% | $3,619+72.4% | $3,607+72.9% |
| Admin fee / account holder | $2,254 | $4,102-45.1% | $6,250-63.9% | $5,124-56.0% |