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 | $267,336 | $74,927+256.8% | $101,794+162.6% | $84,808+215.2% |
| Participation rate | 93.1% | 61.4%+31.7pp | 69.2%+23.9pp | 68.3%+24.8pp |
| Annual return | 19.94% | 18.70%+1.2pp | 30.53%-10.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,113 | $1,522+104.5% | $2,289+36.0% | $2,631+18.3% |
| Participant deferral / active EE | $5,624 | $3,099+81.5% | $4,084+37.7% | $4,212+33.5% |
| Admin fee / account holder | $10,146 | $6,514+55.8% | $8,777+15.6% | $7,344+38.2% |