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 | $276,266 | $86,286+220.2% | $111,297+148.2% | $85,850+221.8% |
| Participation rate | 95.9% | 73.3%+22.6pp | 77.3%+18.6pp | 69.3%+26.6pp |
| Annual return | 18.54% | 19.99%-1.4pp | 54.65%-36.1pp | 318.53%-300.0pp |
| Employer contribution / active EE | $8,551 | $2,043+318.5% | $2,731+213.1% | $2,565+233.4% |
| Participant deferral / active EE | $7,606 | $3,641+108.9% | $4,487+69.5% | $3,952+92.5% |
| Admin fee / account holder | $2,793 | $8,188-65.9% | $7,964-64.9% | $6,260-55.4% |