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 | $299,119 | $109,881+172.2% | $150,045+99.4% | $84,808+252.7% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 14.87% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,228 | $3,561-37.4% | $4,693-52.5% | $2,631-15.3% |
| Participant deferral / active EE | $8,368 | $6,636+26.1% | $7,997+4.6% | $4,212+98.7% |
| Admin fee / account holder | $14,889 | $8,568+73.8% | $13,435+10.8% | $7,344+102.7% |