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 | $439,144 | $98,750+344.7% | $149,696+193.4% | $79,858+449.9% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 14.90% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $5,062 | $3,216+57.4% | $4,644+9.0% | $2,471+104.9% |
| Participant deferral / active EE | $8,486 | $5,680+49.4% | $6,842+24.0% | $3,740+126.9% |
| Admin fee / account holder | $5,504 | $6,053-9.1% | $9,309-40.9% | $5,306+3.7% |