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 | $369,699 | $87,870+320.7% | $113,168+226.7% | $74,304+397.5% |
| Participation rate | 100.0% | 70.7%+29.3pp | 76.6%+23.4pp | 60.3%+39.7pp |
| Annual return | 16.01% | 26.44%-10.4pp | 24.27%-8.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $11,675 | $2,277+412.7% | $2,975+292.4% | $2,241+420.9% |
| Participant deferral / active EE | $12,543 | $4,241+195.8% | $5,107+145.6% | $3,767+233.0% |
| Admin fee / account holder | $24,902 | $3,368+639.4% | $12,068+106.4% | $2,969+738.8% |