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 | $354,039 | $109,881+222.2% | $150,045+136.0% | $84,808+317.5% |
| Participation rate | 81.4% | 76.1%+5.3pp | 82.3%-0.9pp | 68.3%+13.1pp |
| Annual return | 15.81% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,419 | $3,561-32.1% | $4,693-48.5% | $2,631-8.1% |
| Participant deferral / active EE | $6,239 | $6,636-6.0% | $7,997-22.0% | $4,212+48.1% |
| Admin fee / account holder | $6,080 | $8,568-29.0% | $13,435-54.7% | $7,344-17.2% |