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 | $254,861 | $85,766+197.2% | $136,294+87.0% | $70,131+263.4% |
| Participation rate | 94.5% | 74.2%+20.4pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 25.24% | 31.45%-6.2pp | 5155.94%-5130.7pp | 73.14%-47.9pp |
| Employer contribution / active EE | $12,561 | $2,966+323.5% | $4,695+167.5% | $2,342+436.2% |
| Participant deferral / active EE | $6,228 | $5,051+23.3% | $6,247-0.3% | $3,332+86.9% |
| Admin fee / account holder | $9,909 | $5,420+82.8% | $9,243+7.2% | $4,645+113.3% |