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 | $309,282 | $72,492+326.6% | $87,100+255.1% | $72,985+323.8% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 30.64% | 24.46%+6.2pp | 28.19%+2.4pp | 81.00%-50.4pp |
| Employer contribution / active EE | $15,438 | $1,894+715.2% | $2,521+512.3% | $2,440+532.7% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $10,697 | $5,055+111.6% | $7,497+42.7% | $5,124+108.8% |