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 | $454,619 | $76,000+498.2% | $154,107+195.0% | $64,186+608.3% |
| Participation rate | 79.4% | 70.4%+9.0pp | 83.0%-3.6pp | 69.6%+9.8pp |
| Annual return | 15.86% | 30.32%-14.5pp | 735.12%-719.3pp | 7.63%+8.2pp |
| Employer contribution / active EE | $1,805 | $3,351-46.1% | $5,298-65.9% | $2,381-24.2% |
| Participant deferral / active EE | $3,250 | $3,175+2.4% | $5,081-36.0% | $3,470-6.3% |
| Admin fee / account holder | $12,125 | $5,596+116.7% | $13,411-9.6% | $4,888+148.1% |