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 | $816,513 | $91,190+795.4% | $178,490+357.5% | $79,858+922.5% |
| Participation rate | 88.1% | 69.2%+18.9pp | 81.9%+6.2pp | 69.6%+18.5pp |
| Annual return | 12.45% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $23,074 | $3,256+608.7% | $5,011+360.5% | $2,471+833.9% |
| Participant deferral / active EE | $16,960 | $3,236+424.1% | $5,202+226.1% | $3,740+353.5% |
| Admin fee / account holder | $585 | $6,751-91.3% | $13,984-95.8% | $5,306-89.0% |