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 | $284,714 | $80,717+252.7% | $154,803+83.9% | $84,808+235.7% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 19.34% | 37.96%-18.6pp | 58.88%-39.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $10,650 | $2,761+285.7% | $4,305+147.4% | $2,631+304.8% |
| Participant deferral / active EE | $6,375 | $3,303+93.0% | $5,540+15.1% | $4,212+51.4% |
| Admin fee / account holder | $1,243 | $6,746-81.6% | $14,329-91.3% | $7,344-83.1% |