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 | $353,038 | $93,170+278.9% | $100,534+251.2% | $84,808+316.3% |
| Participation rate | 89.3% | 75.8%+13.4pp | 80.6%+8.7pp | 68.3%+21.0pp |
| Annual return | 14.65% | 47.13%-32.5pp | 32.66%-18.0pp | 40.90%-26.2pp |
| Employer contribution / active EE | $14,325 | $3,985+259.5% | $4,346+229.6% | $2,631+444.5% |
| Participant deferral / active EE | $6,810 | $5,699+19.5% | $6,144+10.8% | $4,212+61.7% |
| Admin fee / account holder | $379 | $7,382-94.9% | $7,654-95.1% | $7,344-94.8% |