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 | $387,065 | $89,355+333.2% | $141,162+174.2% | $72,985+430.3% |
| Participation rate | 89.5% | 75.1%+14.4pp | 82.5%+7.0pp | 69.5%+20.0pp |
| Annual return | 22.08% | 111.85%-89.8pp | 71.39%-49.3pp | 81.00%-58.9pp |
| Employer contribution / active EE | $9,337 | $3,114+199.8% | $4,735+97.2% | $2,440+282.7% |
| Participant deferral / active EE | $9,846 | $5,418+81.7% | $6,709+46.8% | $3,607+172.9% |
| Admin fee / account holder | $12,432 | $5,958+108.7% | $10,261+21.2% | $5,124+142.6% |