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 | $413,991 | $80,717+412.9% | $154,803+167.4% | $84,808+388.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 16.17% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,153 | $2,761+159.0% | $4,305+66.1% | $2,631+171.9% |
| Participant deferral / active EE | $5,994 | $3,303+81.5% | $5,540+8.2% | $4,212+42.3% |
| Admin fee / account holder | $8,597 | $6,746+27.4% | $14,329-40.0% | $7,344+17.1% |