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 | $429,323 | $93,571+358.8% | $135,903+215.9% | $75,163+471.2% |
| Participation rate | 85.5% | 75.2%+10.3pp | 81.9%+3.6pp | 67.2%+18.3pp |
| Annual return | 20.19% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $7,485 | $3,537+111.6% | $4,856+54.1% | $2,670+180.4% |
| Participant deferral / active EE | $13,021 | $6,404+103.3% | $7,758+67.8% | $4,125+215.7% |
| Admin fee / account holder | $14,262 | $6,975+104.5% | $10,762+32.5% | $5,651+152.4% |