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 | $471,897 | $77,813+506.4% | $123,544+282.0% | $64,186+635.2% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -4.55% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $8,916 | $3,014+195.8% | $4,628+92.7% | $2,381+274.5% |
| Participant deferral / active EE | $10,154 | $5,240+93.8% | $6,426+58.0% | $3,470+192.7% |
| Admin fee / account holder | $25,246 | $5,519+357.5% | $9,284+171.9% | $4,888+416.5% |