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 | $271,313 | $85,515+217.3% | $112,040+142.2% | $67,986+299.1% |
| Participation rate | 82.1% | 68.2%+13.8pp | 76.5%+5.6pp | 57.2%+24.8pp |
| Annual return | 25.38% | 29.68%-4.3pp | 24.52%+0.9pp | 31.67%-6.3pp |
| Employer contribution / active EE | $8,066 | $2,191+268.1% | $2,954+173.1% | $2,019+299.6% |
| Participant deferral / active EE | $9,934 | $4,014+147.5% | $5,098+94.9% | $3,358+195.8% |
| Admin fee / account holder | $141,789 | $3,774+3657.4% | $12,098+1072.0% | $3,203+4326.5% |