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 | $300,592 | $109,881+173.6% | $150,045+100.3% | $84,808+254.4% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 15.23% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $7,493 | $3,561+110.4% | $4,693+59.7% | $2,631+184.8% |
| Participant deferral / active EE | $12,488 | $6,636+88.2% | $7,997+56.2% | $4,212+196.5% |
| Admin fee / account holder | $4,392 | $8,568-48.7% | $13,435-67.3% | $7,344-40.2% |