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 6-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 | $478,086 | $80,717+492.3% | $154,803+208.8% | $84,808+463.7% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 17.03% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $8,477 | $2,761+207.0% | $4,305+96.9% | $2,631+222.2% |
| Participant deferral / active EE | $6,426 | $3,303+94.5% | $5,540+16.0% | $4,212+52.6% |
| Admin fee / account holder | $4,495 | $6,746-33.4% | $14,329-68.6% | $7,344-38.8% |