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 | $505,557 | $101,724+397.0% | $164,813+206.7% | $80,856+525.3% |
| Participation rate | 92.6% | 71.8%+20.8pp | 78.6%+14.0pp | 67.6%+25.0pp |
| Annual return | 12.83% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $5,391 | $2,953+82.5% | $4,341+24.2% | $2,755+95.7% |
| Participant deferral / active EE | $10,452 | $4,477+133.4% | $6,031+73.3% | $4,296+143.3% |
| Admin fee / account holder | $8,176 | $8,227-0.6% | $12,690-35.6% | $6,918+18.2% |