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 | $526,715 | $83,477+531.0% | $125,175+320.8% | $72,985+621.7% |
| Participation rate | 93.1% | 73.3%+19.8pp | 79.8%+13.3pp | 69.5%+23.6pp |
| Annual return | 24.64% | 25.78%-1.1pp | 43.79%-19.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $20,524 | $2,345+775.2% | $3,865+431.0% | $2,440+741.2% |
| Participant deferral / active EE | $11,277 | $3,585+214.5% | $4,937+128.4% | $3,607+212.6% |
| Admin fee / account holder | $5,841 | $5,517+5.9% | $9,702-39.8% | $5,124+14.0% |