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 | $361,174 | $109,881+228.7% | $150,045+140.7% | $84,808+325.9% |
| Participation rate | 93.8% | 76.1%+17.8pp | 82.3%+11.5pp | 68.3%+25.5pp |
| Annual return | 16.95% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $8,799 | $3,561+147.1% | $4,693+87.5% | $2,631+234.4% |
| Participant deferral / active EE | $14,579 | $6,636+119.7% | $7,997+82.3% | $4,212+246.2% |
| Admin fee / account holder | $3,745 | $8,568-56.3% | $13,435-72.1% | $7,344-49.0% |