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 | $372,725 | $80,717+361.8% | $154,803+140.8% | $84,808+339.5% |
| Participation rate | 81.5% | 66.8%+14.7pp | 78.1%+3.4pp | 68.3%+13.2pp |
| Annual return | 16.62% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $9,922 | $2,761+259.3% | $4,305+130.4% | $2,631+277.1% |
| Participant deferral / active EE | $7,713 | $3,303+133.5% | $5,540+39.2% | $4,212+83.1% |
| Admin fee / account holder | $46,527 | $6,746+589.7% | $14,329+224.7% | $7,344+533.6% |