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 | $324,162 | $72,277+348.5% | $101,248+220.2% | $79,858+305.9% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 20.27% | 22.30%-2.0pp | 46.47%-26.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $4,688 | $2,692+74.2% | $3,660+28.1% | $2,471+89.7% |
| Participant deferral / active EE | $12,269 | $3,282+273.9% | $4,370+180.8% | $3,740+228.1% |
| Admin fee / account holder | $3,695 | $4,400-16.0% | $5,945-37.8% | $5,306-30.4% |