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 | $296,011 | $78,672+276.3% | $109,143+171.2% | $85,850+244.8% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.6pp |
| Annual return | 14.67% | 25.09%-10.4pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $22,246 | $2,735+713.4% | $3,722+497.7% | $2,565+767.2% |
| Participant deferral / active EE | $1,787 | $3,467-48.5% | $4,653-61.6% | $3,952-54.8% |
| Admin fee / account holder | $6,689 | $5,469+22.3% | $6,752-0.9% | $6,260+6.9% |