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 | $363,128 | $99,032+266.7% | $80,019+353.8% | $135,375+168.2% |
| Participation rate | 95.2% | 78.4%+16.9pp | 75.8%+19.4pp | 82.6%+12.6pp |
| Annual return | 6.35% | 15.39%-9.0pp | 11.22%-4.9pp | 519.73%-513.4pp |
| Employer contribution / active EE | $11,705 | $3,043+284.6% | $2,468+374.3% | $4,779+144.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,888 | $10,436-34.0% | $6,521+5.6% | $10,827-36.4% |