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 | $981,484 | $138,347+609.4% | $184,203+432.8% | $80,856+1113.9% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 15.69% | 20.02%-4.3pp | 28.81%-13.1pp | 35.59%-19.9pp |
| Employer contribution / active EE | $13,118 | $4,850+170.5% | $6,427+104.1% | $2,755+376.2% |
| Participant deferral / active EE | $16,609 | $7,071+134.9% | $9,131+81.9% | $4,296+286.6% |
| Admin fee / account holder | $204,549 | $10,483+1851.2% | $13,901+1371.5% | $6,918+2856.8% |