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 | $291,538 | $123,793+135.5% | $177,821+64.0% | $79,858+265.1% |
| Participation rate | 91.8% | 84.7%+7.2pp | 87.7%+4.1pp | 69.6%+22.2pp |
| Annual return | 14.48% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $5,639 | $4,095+37.7% | $5,918-4.7% | $2,471+128.2% |
| Participant deferral / active EE | $15,502 | $5,956+160.3% | $7,714+101.0% | $3,740+314.5% |
| Admin fee / account holder | $980 | $7,243-86.5% | $12,427-92.1% | $5,306-81.5% |