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 | $304,332 | $93,571+225.2% | $135,903+123.9% | $75,163+304.9% |
| Participation rate | 93.0% | 75.2%+17.8pp | 81.9%+11.1pp | 67.2%+25.8pp |
| Annual return | 16.57% | 30.90%-14.3pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $9,725 | $3,537+175.0% | $4,856+100.3% | $2,670+264.3% |
| Participant deferral / active EE | $9,064 | $6,404+41.5% | $7,758+16.8% | $4,125+119.7% |
| Admin fee / account holder | $53,600 | $6,975+668.4% | $10,762+398.0% | $5,651+848.5% |