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 | $454,222 | $57,590+688.7% | $86,233+426.7% | $82,448+450.9% |
| Participation rate | 96.2% | 57.9%+38.3pp | 69.0%+27.1pp | 68.1%+28.1pp |
| Annual return | 18.92% | 22.41%-3.5pp | 61.39%-42.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $5,188 | $1,655+213.4% | $2,504+107.2% | $2,551+103.4% |
| Participant deferral / active EE | $15,560 | $3,080+405.2% | $4,559+241.3% | $4,139+275.9% |
| Admin fee / account holder | $15,061 | $4,730+218.4% | $8,342+80.5% | $7,234+108.2% |