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 4-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 | $339,108 | $109,881+208.6% | $150,045+126.0% | $84,808+299.9% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 16.69% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $8,016 | $3,561+125.1% | $4,693+70.8% | $2,631+204.7% |
| Participant deferral / active EE | $10,905 | $6,636+64.3% | $7,997+36.4% | $4,212+158.9% |
| Admin fee / account holder | $6,501 | $8,568-24.1% | $13,435-51.6% | $7,344-11.5% |