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 | $493,751 | $62,586+688.9% | $76,768+543.2% | $64,186+669.3% |
| Participation rate | 98.0% | 72.8%+25.2pp | 77.0%+21.0pp | 69.6%+28.4pp |
| Annual return | 7.04% | -1.95%+9.0pp | 2.43%+4.6pp | 7.63%-0.6pp |
| Employer contribution / active EE | $20,757 | $1,832+1033.0% | $2,485+735.2% | $2,381+771.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $36,832 | $4,667+689.2% | $6,675+451.8% | $4,888+653.5% |