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 | $300,559 | $83,477+260.0% | $125,175+140.1% | $72,985+311.8% |
| Participation rate | 97.1% | 73.3%+23.7pp | 79.8%+17.3pp | 69.5%+27.6pp |
| Annual return | 23.99% | 25.78%-1.8pp | 43.79%-19.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,967 | $2,345-16.1% | $3,865-49.1% | $2,440-19.4% |
| Participant deferral / active EE | $5,382 | $3,585+50.1% | $4,937+9.0% | $3,607+49.2% |
| Admin fee / account holder | $5,988 | $5,517+8.5% | $9,702-38.3% | $5,124+16.9% |