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 | $297,966 | $76,552+289.2% | $123,892+140.5% | $62,891+373.8% |
| Participation rate | 95.6% | 73.0%+22.6pp | 81.4%+14.1pp | 69.3%+26.2pp |
| Annual return | 5.99% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $19,417 | $2,883+573.6% | $4,617+320.6% | $2,281+751.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $42,522 | $4,826+781.2% | $8,357+408.8% | $4,296+889.9% |