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 | $437,473 | $176,812+147.4% | $146,665+198.3% | $167,490+161.2% |
| Participation rate | 95.0% | 83.6%+11.4pp | 80.1%+14.9pp | 82.1%+12.9pp |
| Annual return | 27.71% | 24.03%+3.7pp | 22.74%+5.0pp | 478.56%-450.8pp |
| Employer contribution / active EE | $9,009 | $5,160+74.6% | $4,136+117.8% | $4,837+86.2% |
| Participant deferral / active EE | $9,168 | $6,440+42.4% | $5,506+66.5% | $6,341+44.6% |
| Admin fee / account holder | $8,702 | $13,259-34.4% | $10,280-15.3% | $12,309-29.3% |