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 | $356,590 | $108,825+227.7% | $156,181+128.3% | $82,448+332.5% |
| Participation rate | 88.4% | 72.4%+16.0pp | 78.8%+9.5pp | 68.1%+20.3pp |
| Annual return | 16.13% | 20.59%-4.5pp | 64.87%-48.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,681 | $2,870-6.6% | $4,294-37.6% | $2,551+5.1% |
| Participant deferral / active EE | $11,913 | $4,577+160.3% | $6,132+94.3% | $4,139+187.8% |
| Admin fee / account holder | $16,265 | $9,341+74.1% | $14,586+11.5% | $7,234+124.8% |