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 | $257,915 | $51,638+399.5% | $68,368+277.2% | $82,448+212.8% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 14.44% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,282 | $2,047+11.5% | $2,649-13.9% | $2,551-10.6% |
| Participant deferral / active EE | $10,283 | $2,914+252.9% | $4,123+149.4% | $4,139+148.4% |
| Admin fee / account holder | $9,085 | $4,643+95.7% | $5,150+76.4% | $7,234+25.6% |