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 | $426,299 | $57,354+643.3% | $83,848+408.4% | $64,186+564.2% |
| Participation rate | 94.4% | 68.6%+25.8pp | 76.1%+18.3pp | 69.6%+24.9pp |
| Annual return | 14.52% | 11.38%+3.1pp | 850.88%-836.4pp | 7.63%+6.9pp |
| Employer contribution / active EE | $9,305 | $2,545+265.6% | $3,631+156.3% | $2,381+290.8% |
| Participant deferral / active EE | $9,145 | $2,993+205.5% | $4,082+124.0% | $3,470+163.6% |
| Admin fee / account holder | $9,089 | $4,046+124.7% | $5,478+65.9% | $4,888+85.9% |