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 | $969,647 | $125,758+671.0% | $169,993+470.4% | $75,163+1190.1% |
| Participation rate | 84.6% | 83.6%+1.0pp | 87.0%-2.4pp | 67.2%+17.4pp |
| Annual return | 14.42% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $12,457 | $4,615+169.9% | $6,785+83.6% | $2,670+366.6% |
| Participant deferral / active EE | $13,886 | $6,837+103.1% | $10,408+33.4% | $4,125+236.6% |
| Admin fee / account holder | $10,246 | $8,173+25.4% | $12,815-20.0% | $5,651+81.3% |