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 | $413,934 | $153,772+169.2% | $133,980+209.0% | $273,961+51.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.60% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $14,434 | $6,029+139.4% | $5,211+177.0% | $4,869+196.5% |
| Participant deferral / active EE | $18,155 | $6,958+160.9% | $6,282+189.0% | $5,287+243.4% |
| Admin fee / account holder | $40,264 | $11,765+242.2% | $9,324+331.8% | $10,132+297.4% |