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 | $310,511 | $80,717+284.7% | $154,803+100.6% | $84,808+266.1% |
| Participation rate | 97.1% | 66.8%+30.3pp | 78.1%+19.1pp | 68.3%+28.8pp |
| Annual return | 15.39% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $8,494 | $2,761+207.6% | $4,305+97.3% | $2,631+222.9% |
| Participant deferral / active EE | $6,468 | $3,303+95.8% | $5,540+16.7% | $4,212+53.6% |
| Admin fee / account holder | $50,138 | $6,746+643.3% | $14,329+249.9% | $7,344+582.7% |