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 | $274,698 | $95,803+186.7% | $113,168+142.7% | $84,808+223.9% |
| Participation rate | 92.7% | 72.9%+19.8pp | 76.6%+16.1pp | 68.3%+24.4pp |
| Annual return | 14.79% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,587 | $2,360+179.1% | $2,975+121.4% | $2,631+150.4% |
| Participant deferral / active EE | $6,897 | $4,242+62.6% | $5,107+35.1% | $4,212+63.8% |
| Admin fee / account holder | $15,530 | $8,989+72.8% | $12,068+28.7% | $7,344+111.5% |