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 | $251,377 | $74,927+235.5% | $101,794+146.9% | $84,808+196.4% |
| Participation rate | 73.0% | 61.4%+11.6pp | 69.2%+3.8pp | 68.3%+4.7pp |
| Annual return | 15.31% | 18.70%-3.4pp | 30.53%-15.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,382 | $1,522+56.5% | $2,289+4.1% | $2,631-9.5% |
| Participant deferral / active EE | $5,596 | $3,099+80.6% | $4,084+37.0% | $4,212+32.9% |
| Admin fee / account holder | $9,761 | $6,514+49.9% | $8,777+11.2% | $7,344+32.9% |