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 | $307,817 | $60,892+405.5% | $82,389+273.6% | $84,808+263.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 16.45% | 37.29%-20.8pp | 28.67%-12.2pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,342 | $1,779+200.3% | $2,517+112.2% | $2,631+103.1% |
| Participant deferral / active EE | $19,790 | $3,179+522.6% | $4,155+376.3% | $4,212+369.9% |
| Admin fee / account holder | $11,791 | $5,467+115.7% | $7,231+63.1% | $7,344+60.6% |