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 | $438,633 | $95,803+357.8% | $113,168+287.6% | $84,808+417.2% |
| Participation rate | 93.1% | 72.9%+20.2pp | 76.6%+16.5pp | 68.3%+24.8pp |
| Annual return | 14.26% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $22,414 | $2,360+849.8% | $2,975+653.4% | $2,631+751.9% |
| Participant deferral / active EE | $3,967 | $4,242-6.5% | $5,107-22.3% | $4,212-5.8% |
| Admin fee / account holder | $36,397 | $8,989+304.9% | $12,068+201.6% | $7,344+395.6% |