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 | $384,157 | $78,520+389.2% | $96,576+297.8% | $82,448+365.9% |
| Participation rate | 78.1% | 77.7%+0.4pp | 81.4%-3.3pp | 68.1%+10.1pp |
| Annual return | 15.73% | 41.30%-25.6pp | 38.47%-22.7pp | 41.64%-25.9pp |
| Employer contribution / active EE | $6,738 | $2,630+156.2% | $3,553+89.6% | $2,551+164.1% |
| Participant deferral / active EE | $14,348 | $6,754+112.4% | $7,956+80.3% | $4,139+246.6% |
| Admin fee / account holder | $19,230 | $13,455+42.9% | $11,381+69.0% | $7,234+165.8% |