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 | $461,494 | $80,717+471.7% | $154,803+198.1% | $84,808+444.2% |
| Participation rate | 86.5% | 66.8%+19.7pp | 78.1%+8.4pp | 68.3%+18.2pp |
| Annual return | 21.54% | 37.96%-16.4pp | 58.88%-37.3pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,687 | $2,761-38.9% | $4,305-60.8% | $2,631-35.9% |
| Participant deferral / active EE | $7,541 | $3,303+128.3% | $5,540+36.1% | $4,212+79.1% |
| Admin fee / account holder | $10,329 | $6,746+53.1% | $14,329-27.9% | $7,344+40.6% |