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 | $337,283 | $124,425+171.1% | $112,040+201.0% | $137,256+145.7% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 21.40% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $8,999 | $3,411+163.8% | $2,954+204.6% | $4,156+116.5% |
| Participant deferral / active EE | $8,200 | $5,718+43.4% | $5,098+60.9% | $6,407+28.0% |
| Admin fee / account holder | $15,046 | $15,207-1.1% | $12,098+24.4% | $12,270+22.6% |