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 | $308,327 | $98,750+212.2% | $149,696+106.0% | $79,858+286.1% |
| Participation rate | 87.1% | 75.8%+11.4pp | 82.5%+4.7pp | 69.6%+17.5pp |
| Annual return | 17.79% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $11,103 | $3,216+245.2% | $4,644+139.1% | $2,471+349.4% |
| Participant deferral / active EE | $6,361 | $5,680+12.0% | $6,842-7.0% | $3,740+70.1% |
| Admin fee / account holder | $38,512 | $6,053+536.3% | $9,309+313.7% | $5,306+625.8% |