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 | $325,435 | $98,750+229.6% | $149,696+117.4% | $79,858+307.5% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.9pp |
| Annual return | 27.93% | 27.43%+0.5pp | 276.60%-248.7pp | 31.71%-3.8pp |
| Employer contribution / active EE | $3,763 | $3,216+17.0% | $4,644-19.0% | $2,471+52.3% |
| Participant deferral / active EE | $13,862 | $5,680+144.0% | $6,842+102.6% | $3,740+270.6% |
| Admin fee / account holder | $13,903 | $6,053+129.7% | $9,309+49.4% | $5,306+162.0% |