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 | $466,872 | $138,347+237.5% | $184,203+153.5% | $80,856+477.4% |
| Participation rate | 93.5% | 83.9%+9.6pp | 86.8%+6.7pp | 67.6%+25.8pp |
| Annual return | 16.71% | 20.02%-3.3pp | 28.81%-12.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $24,402 | $4,850+403.1% | $6,427+279.7% | $2,755+785.8% |
| Participant deferral / active EE | $15,826 | $7,071+123.8% | $9,131+73.3% | $4,296+268.4% |
| Admin fee / account holder | $64,055 | $10,483+511.0% | $13,901+360.8% | $6,918+825.9% |