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 | $254,282 | $80,717+215.0% | $154,803+64.3% | $84,808+199.8% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.0pp | 68.3%+18.8pp |
| Annual return | 16.42% | 37.96%-21.5pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $7,912 | $2,761+186.5% | $4,305+83.8% | $2,631+200.7% |
| Participant deferral / active EE | $7,386 | $3,303+123.6% | $5,540+33.3% | $4,212+75.4% |
| Admin fee / account holder | $33,216 | $6,746+392.4% | $14,329+131.8% | $7,344+352.3% |