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 | $289,381 | $148,978+94.2% | $200,582+44.3% | $84,808+241.2% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 17.26% | 28.16%-10.9pp | 42.33%-25.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $8,832 | $4,815+83.4% | $6,419+37.6% | $2,631+235.7% |
| Participant deferral / active EE | $16,084 | $7,142+125.2% | $9,331+72.4% | $4,212+281.9% |
| Admin fee / account holder | $2,801 | $13,977-80.0% | $16,305-82.8% | $7,344-61.9% |