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 5-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 | $291,476 | $138,347+110.7% | $184,203+58.2% | $80,856+260.5% |
| Participation rate | 91.2% | 83.9%+7.3pp | 86.8%+4.4pp | 67.6%+23.5pp |
| Annual return | 17.54% | 20.02%-2.5pp | 28.81%-11.3pp | 35.59%-18.1pp |
| Employer contribution / active EE | $7,292 | $4,850+50.3% | $6,427+13.5% | $2,755+164.7% |
| Participant deferral / active EE | $13,402 | $7,071+89.5% | $9,131+46.8% | $4,296+212.0% |
| Admin fee / account holder | $5,593 | $10,483-46.7% | $13,901-59.8% | $6,918-19.2% |