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 | $438,194 | $148,978+194.1% | $200,582+118.5% | $84,808+416.7% |
| Participation rate | 98.4% | 84.2%+14.2pp | 86.9%+11.5pp | 68.3%+30.1pp |
| Annual return | 31.49% | 28.16%+3.3pp | 42.33%-10.8pp | 40.90%-9.4pp |
| Employer contribution / active EE | $6,379 | $4,815+32.5% | $6,419-0.6% | $2,631+142.5% |
| Participant deferral / active EE | $16,408 | $7,142+129.7% | $9,331+75.8% | $4,212+289.6% |
| Admin fee / account holder | $1,589 | $13,977-88.6% | $16,305-90.3% | $7,344-78.4% |