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 | $274,223 | $95,416+187.4% | $185,823+47.6% | $85,850+219.4% |
| Participation rate | 92.5% | 68.8%+23.7pp | 81.7%+10.8pp | 69.3%+23.2pp |
| Annual return | 13.13% | 23.59%-10.5pp | 122.05%-108.9pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,660 | $3,314-19.7% | $5,167-48.5% | $2,565+3.7% |
| Participant deferral / active EE | $6,168 | $3,423+80.2% | $5,568+10.8% | $3,952+56.1% |
| Admin fee / account holder | $5,713 | $7,213-20.8% | $16,237-64.8% | $6,260-8.7% |