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 | $301,898 | $93,571+222.6% | $135,903+122.1% | $75,163+301.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 20.05% | 30.90%-10.9pp | 68.23%-48.2pp | 160.62%-140.6pp |
| Employer contribution / active EE | $11,461 | $3,537+224.1% | $4,856+136.0% | $2,670+329.3% |
| Participant deferral / active EE | $10,107 | $6,404+57.8% | $7,758+30.3% | $4,125+145.0% |
| Admin fee / account holder | $16,378 | $6,975+134.8% | $10,762+52.2% | $5,651+189.8% |