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 | $306,784 | $109,881+179.2% | $150,045+104.5% | $84,808+261.7% |
| Participation rate | 97.6% | 76.1%+21.5pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 17.49% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $16,661 | $3,561+367.8% | $4,693+255.0% | $2,631+533.3% |
| Participant deferral / active EE | $14,393 | $6,636+116.9% | $7,997+80.0% | $4,212+241.7% |
| Admin fee / account holder | $10,506 | $8,568+22.6% | $13,435-21.8% | $7,344+43.1% |