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 | $283,812 | $65,395+334.0% | $182,532+55.5% | $72,985+288.9% |
| Participation rate | 88.9% | 65.4%+23.4pp | 78.0%+10.9pp | 69.5%+19.4pp |
| Annual return | 20.57% | 27.68%-7.1pp | 148.54%-128.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $4,185 | $1,911+119.0% | $4,076+2.7% | $2,440+71.5% |
| Participant deferral / active EE | $10,665 | $3,563+199.4% | $5,524+93.1% | $3,607+195.7% |
| Admin fee / account holder | $9,271 | $4,245+118.4% | $8,592+7.9% | $5,124+80.9% |