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 | $793,028 | $181,894+336.0% | $156,549+406.6% | $273,961+189.5% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 6.64% | 30.74%-24.1pp | 32.23%-25.6pp | 41.45%-34.8pp |
| Employer contribution / active EE | $13,838 | $6,248+121.5% | $5,501+151.6% | $4,869+184.2% |
| Participant deferral / active EE | $12,000 | $5,550+116.2% | $4,871+146.4% | $5,287+127.0% |
| Admin fee / account holder | $2,061 | $15,559-86.8% | $13,027-84.2% | $10,132-79.7% |