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 | $304,988 | $165,335+84.5% | $149,696+103.7% | $158,922+91.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.11% | 348.15%-332.0pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,471 | $5,103-32.0% | $4,644-25.3% | $4,761-27.1% |
| Participant deferral / active EE | $17,186 | $7,181+139.3% | $6,842+151.2% | $5,982+187.3% |
| Admin fee / account holder | $7,375 | $10,807-31.8% | $9,309-20.8% | $11,246-34.4% |