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 | $459,444 | $125,758+265.3% | $169,993+170.3% | $75,163+511.3% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 19.09% | 27.20%-8.1pp | 53.37%-34.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $8,295 | $4,615+79.7% | $6,785+22.3% | $2,670+210.7% |
| Participant deferral / active EE | $17,410 | $6,837+154.6% | $10,408+67.3% | $4,125+322.1% |
| Admin fee / account holder | $18,515 | $8,173+126.5% | $12,815+44.5% | $5,651+227.6% |