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 | $332,498 | $74,927+343.8% | $101,794+226.6% | $84,808+292.1% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.1pp | 68.3%+26.0pp |
| Annual return | 13.61% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $7,398 | $1,522+386.1% | $2,289+223.2% | $2,631+181.2% |
| Participant deferral / active EE | $8,888 | $3,099+186.8% | $4,084+117.6% | $4,212+111.0% |
| Admin fee / account holder | $68,808 | $6,514+956.3% | $8,777+684.0% | $7,344+837.0% |