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 3-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 | $386,982 | $132,239+192.6% | $105,722+266.0% | $273,961+41.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 10.59% | 10.07%+0.5pp | 12.25%-1.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $17,067 | $4,867+250.7% | $4,079+318.4% | $4,869+250.5% |
| Participant deferral / active EE | $8,389 | $6,233+34.6% | $5,326+57.5% | $5,287+58.7% |
| Admin fee / account holder | $10,540 | $12,032-12.4% | $8,308+26.9% | $10,132+4.0% |