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 | $300,739 | $89,753+235.1% | $107,525+179.7% | $84,808+254.6% |
| Participation rate | 87.0% | 68.1%+18.9pp | 75.1%+11.9pp | 68.3%+18.6pp |
| Annual return | 13.35% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $16,357 | $3,113+425.4% | $3,754+335.8% | $2,631+521.7% |
| Participant deferral / active EE | $4,332 | $4,056+6.8% | $5,116-15.3% | $4,212+2.9% |
| Admin fee / account holder | $50,955 | $7,222+605.5% | $8,919+471.3% | $7,344+593.8% |