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 | $256,179 | $80,717+217.4% | $154,803+65.5% | $84,808+202.1% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 17.46% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $14,138 | $2,761+412.0% | $4,305+228.4% | $2,631+437.4% |
| Participant deferral / active EE | $11,689 | $3,303+253.9% | $5,540+111.0% | $4,212+177.6% |
| Admin fee / account holder | $11,352 | $6,746+68.3% | $14,329-20.8% | $7,344+54.6% |