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 | $333,372 | $80,717+313.0% | $154,803+115.4% | $84,808+293.1% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.4pp | 68.3%+29.1pp |
| Annual return | 14.28% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $12,746 | $2,761+361.6% | $4,305+196.0% | $2,631+384.5% |
| Participant deferral / active EE | $6,315 | $3,303+91.2% | $5,540+14.0% | $4,212+49.9% |
| Admin fee / account holder | $8,682 | $6,746+28.7% | $14,329-39.4% | $7,344+18.2% |