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 | $380,973 | $109,413+248.2% | $156,263+143.8% | $84,808+349.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.45% | 20.18%-4.7pp | 59.47%-44.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,755 | $2,907+132.4% | $4,333+55.9% | $2,631+156.7% |
| Participant deferral / active EE | $4,567 | $4,590-0.5% | $6,158-25.8% | $4,212+8.4% |
| Admin fee / account holder | $37,843 | $9,357+304.4% | $14,255+165.5% | $7,344+415.3% |