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 | $566,043 | $87,841+544.4% | $133,980+322.5% | $62,891+800.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.92% | 12.05%-3.1pp | 29.30%-20.4pp | 20.14%-11.2pp |
| Employer contribution / active EE | $37,288 | $3,483+970.6% | $5,211+615.5% | $2,281+1534.8% |
| Participant deferral / active EE | $7,953 | $4,812+65.3% | $6,282+26.6% | $3,203+148.3% |
| Admin fee / account holder | $5,600 | $5,371+4.3% | $9,324-39.9% | $4,296+30.4% |