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 | $352,899 | $89,355+294.9% | $141,162+150.0% | $72,985+383.5% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 20.85% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $11,425 | $3,114+266.9% | $4,735+141.3% | $2,440+368.3% |
| Participant deferral / active EE | $11,619 | $5,418+114.4% | $6,709+73.2% | $3,607+222.1% |
| Admin fee / account holder | $5,836 | $5,958-2.1% | $10,261-43.1% | $5,124+13.9% |