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 | $343,255 | $99,877+243.7% | $84,966+304.0% | $145,922+135.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.44% | 83.76%-75.3pp | 66.38%-57.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $32,339 | $3,231+900.8% | $2,727+1085.8% | $4,660+594.0% |
| Participant deferral / active EE | $19,113 | $5,291+261.3% | $4,519+322.9% | $6,688+185.8% |
| Admin fee / account holder | $1,355 | $7,248-81.3% | $6,149-78.0% | $13,397-89.9% |