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 | $378,755 | $146,267+158.9% | $197,124+92.1% | $82,448+359.4% |
| Participation rate | 98.0% | 84.0%+13.9pp | 86.7%+11.2pp | 68.1%+29.9pp |
| Annual return | 18.73% | 29.61%-10.9pp | 44.34%-25.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $8,241 | $4,723+74.5% | $6,227+32.3% | $2,551+223.1% |
| Participant deferral / active EE | $16,594 | $7,035+135.9% | $9,135+81.7% | $4,139+300.9% |
| Admin fee / account holder | $41,874 | $14,422+190.4% | $16,298+156.9% | $7,234+478.8% |