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 | $299,783 | $88,360+239.3% | $145,433+106.1% | $67,986+340.9% |
| Participation rate | 90.8% | 65.5%+25.3pp | 82.1%+8.7pp | 57.2%+33.6pp |
| Annual return | 16.44% | 63.15%-46.7pp | 66.58%-50.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $11,198 | $3,054+266.7% | $4,554+145.9% | $2,019+454.7% |
| Participant deferral / active EE | $7,859 | $5,932+32.5% | $7,897-0.5% | $3,358+134.0% |
| Admin fee / account holder | $28,591 | $3,313+762.9% | $13,129+117.8% | $3,203+792.6% |