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 | $421,821 | $76,367+452.4% | $93,606+350.6% | $72,985+478.0% |
| Participation rate | 90.7% | 71.7%+18.9pp | 75.8%+14.8pp | 69.5%+21.2pp |
| Annual return | 19.90% | 25.82%-5.9pp | 32.76%-12.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $4,571 | $2,275+100.9% | $2,718+68.2% | $2,440+87.3% |
| Participant deferral / active EE | $7,246 | $3,538+104.8% | $4,069+78.1% | $3,607+100.9% |
| Admin fee / account holder | $11,673 | $6,838+70.7% | $7,888+48.0% | $5,124+127.8% |