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 | $438,709 | $80,717+443.5% | $154,803+183.4% | $84,808+417.3% |
| Participation rate | 93.4% | 66.8%+26.6pp | 78.1%+15.4pp | 68.3%+25.1pp |
| Annual return | 19.75% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $14,900 | $2,761+439.6% | $4,305+246.1% | $2,631+466.3% |
| Participant deferral / active EE | $9,735 | $3,303+194.7% | $5,540+75.7% | $4,212+131.2% |
| Admin fee / account holder | $11,779 | $6,746+74.6% | $14,329-17.8% | $7,344+60.4% |