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 | $500,242 | $109,881+355.3% | $150,045+233.4% | $84,808+489.9% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 14.83% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $9,004 | $3,561+152.8% | $4,693+91.8% | $2,631+242.2% |
| Participant deferral / active EE | $17,846 | $6,636+168.9% | $7,997+123.2% | $4,212+323.7% |
| Admin fee / account holder | $1,786 | $8,568-79.2% | $13,435-86.7% | $7,344-75.7% |