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 | $533,896 | $98,750+440.7% | $149,696+256.7% | $79,858+568.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 15.33% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $7,764 | $3,216+141.4% | $4,644+67.2% | $2,471+214.2% |
| Participant deferral / active EE | $8,834 | $5,680+55.5% | $6,842+29.1% | $3,740+136.2% |
| Admin fee / account holder | $8,251 | $6,053+36.3% | $9,309-11.4% | $5,306+55.5% |