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 | $331,575 | $48,230+587.5% | $67,502+391.2% | $80,856+310.1% |
| Participation rate | 90.5% | 66.4%+24.2pp | 72.9%+17.7pp | 67.6%+22.9pp |
| Annual return | 14.24% | 18.28%-4.0pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $16,808 | $2,020+732.2% | $2,731+515.5% | $2,755+510.1% |
| Participant deferral / active EE | $2,090 | $2,924-28.5% | $4,000-47.7% | $4,296-51.3% |
| Admin fee / account holder | $14,153 | $3,681+284.5% | $3,998+254.0% | $6,918+104.6% |