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 | $277,372 | $109,881+152.4% | $150,045+84.9% | $84,808+227.1% |
| Participation rate | 98.9% | 76.1%+22.8pp | 82.3%+16.6pp | 68.3%+30.6pp |
| Annual return | 18.71% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $19,376 | $3,561+444.1% | $4,693+312.9% | $2,631+636.5% |
| Participant deferral / active EE | $9,365 | $6,636+41.1% | $7,997+17.1% | $4,212+122.4% |
| Admin fee / account holder | $781 | $8,568-90.9% | $13,435-94.2% | $7,344-89.4% |