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 | $372,003 | $80,717+360.9% | $154,803+140.3% | $84,808+338.6% |
| Participation rate | 93.5% | 66.8%+26.7pp | 78.1%+15.5pp | 68.3%+25.2pp |
| Annual return | 16.64% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $11,204 | $2,761+305.7% | $4,305+160.2% | $2,631+325.8% |
| Participant deferral / active EE | $7,858 | $3,303+137.9% | $5,540+41.8% | $4,212+86.6% |
| Admin fee / account holder | $570 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |