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 | $464,871 | $109,359+325.1% | $162,163+186.7% | $72,985+536.9% |
| Participation rate | 92.5% | 84.3%+8.2pp | 87.6%+4.9pp | 69.5%+23.0pp |
| Annual return | 23.47% | 25.46%-2.0pp | 115.59%-92.1pp | 81.00%-57.5pp |
| Employer contribution / active EE | $10,011 | $3,907+156.2% | $5,614+78.3% | $2,440+310.3% |
| Participant deferral / active EE | $14,195 | $5,481+159.0% | $7,298+94.5% | $3,607+293.5% |
| Admin fee / account holder | $14,623 | $7,972+83.4% | $10,843+34.9% | $5,124+185.4% |