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 | $287,378 | $80,717+256.0% | $154,803+85.6% | $84,808+238.9% |
| Participation rate | 95.8% | 66.8%+29.0pp | 78.1%+17.8pp | 68.3%+27.5pp |
| Annual return | 16.11% | 37.96%-21.8pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $7,917 | $2,761+186.7% | $4,305+83.9% | $2,631+200.9% |
| Participant deferral / active EE | $9,865 | $3,303+198.7% | $5,540+78.1% | $4,212+134.2% |
| Admin fee / account holder | $39,320 | $6,746+482.9% | $14,329+174.4% | $7,344+435.4% |