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 | $306,223 | $94,625+223.6% | $116,228+163.5% | $84,808+261.1% |
| Participation rate | 92.9% | 70.4%+22.4pp | 74.6%+18.3pp | 68.3%+24.5pp |
| Annual return | 12.37% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,184 | $2,347+35.7% | $2,994+6.3% | $2,631+21.0% |
| Participant deferral / active EE | $9,749 | $3,972+145.4% | $4,953+96.8% | $4,212+131.5% |
| Admin fee / account holder | $17,811 | $10,091+76.5% | $11,989+48.6% | $7,344+142.5% |