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 | $282,367 | $68,719+310.9% | $91,541+208.5% | $84,808+233.0% |
| Participation rate | 96.8% | 64.5%+32.3pp | 69.8%+27.0pp | 68.3%+28.5pp |
| Annual return | 14.52% | 19.12%-4.6pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,121 | $1,920+166.8% | $2,505+104.5% | $2,631+94.7% |
| Participant deferral / active EE | $6,252 | $3,136+99.4% | $4,008+56.0% | $4,212+48.4% |
| Admin fee / account holder | $34,547 | $5,786+497.0% | $6,956+396.6% | $7,344+370.4% |