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 | $429,294 | $153,772+179.2% | $133,980+220.4% | $273,961+56.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.95% | 36.51%-31.6pp | 29.30%-24.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $11,688 | $6,029+93.9% | $5,211+124.3% | $4,869+140.1% |
| Participant deferral / active EE | $13,577 | $6,958+95.1% | $6,282+116.1% | $5,287+156.8% |
| Admin fee / account holder | $17,696 | $11,765+50.4% | $9,324+89.8% | $10,132+74.7% |