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 | $472,908 | $131,893+258.6% | $303,047+56.1% | $116,875+304.6% |
| Participation rate | 96.7% | 79.5%+17.2pp | 87.1%+9.6pp | 74.5%+22.1pp |
| Annual return | 18.69% | 15.41%+3.3pp | 2.47%+16.2pp | 16.29%+2.4pp |
| Employer contribution / active EE | $11,575 | $3,467+233.9% | $7,418+56.1% | $3,288+252.1% |
| Participant deferral / active EE | $7,685 | $4,183+83.7% | $5,070+51.6% | $3,885+97.8% |
| Admin fee / account holder | $84,768 | $14,721+475.8% | $39,333+115.5% | $12,263+591.3% |