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 | $414,324 | $125,758+229.5% | $169,993+143.7% | $75,163+451.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.24% | 27.20%-9.0pp | 53.37%-35.1pp | 160.62%-142.4pp |
| Employer contribution / active EE | $12,594 | $4,615+172.9% | $6,785+85.6% | $2,670+371.7% |
| Participant deferral / active EE | $15,469 | $6,837+126.2% | $10,408+48.6% | $4,125+275.0% |
| Admin fee / account holder | $7,293 | $8,173-10.8% | $12,815-43.1% | $5,651+29.1% |