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 | $451,197 | $153,772+193.4% | $133,980+236.8% | $273,961+64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.23% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $6,794 | $6,029+12.7% | $5,211+30.4% | $4,869+39.5% |
| Participant deferral / active EE | $14,353 | $6,958+106.3% | $6,282+128.5% | $5,287+171.5% |
| Admin fee / account holder | $37,150 | $11,765+215.8% | $9,324+298.4% | $10,132+266.7% |