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 | $372,273 | $110,257+237.6% | $96,544+285.6% | $139,434+167.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 43.68% | 26.32%+17.4pp | 25.84%+17.8pp | 372.94%-329.3pp |
| Employer contribution / active EE | $7,386 | $3,620+104.1% | $2,965+149.1% | $4,751+55.5% |
| Participant deferral / active EE | $20,159 | $5,548+263.4% | $4,851+315.6% | $6,710+200.4% |
| Admin fee / account holder | $3,856 | $11,591-66.7% | $8,252-53.3% | $11,403-66.2% |