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 | $419,340 | $99,341+322.1% | $84,750+394.8% | $273,961+53.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.29% | 22.93%-14.6pp | 22.78%-14.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,008 | $4,214+66.3% | $3,574+96.1% | $4,869+43.9% |
| Participant deferral / active EE | $7,143 | $4,269+67.3% | $3,712+92.4% | $5,287+35.1% |
| Admin fee / account holder | $3,314 | $6,644-50.1% | $5,332-37.9% | $10,132-67.3% |