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 | $302,579 | $108,825+178.0% | $156,181+93.7% | $82,448+267.0% |
| Participation rate | 89.1% | 72.4%+16.8pp | 78.8%+10.3pp | 68.1%+21.1pp |
| Annual return | 15.86% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,717 | $2,870-5.3% | $4,294-36.7% | $2,551+6.5% |
| Participant deferral / active EE | $11,105 | $4,577+142.6% | $6,132+81.1% | $4,139+168.3% |
| Admin fee / account holder | $3,331 | $9,341-64.3% | $14,586-77.2% | $7,234-54.0% |