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 | $362,779 | $110,257+229.0% | $96,544+275.8% | $139,434+160.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 13.93% | 26.32%-12.4pp | 25.84%-11.9pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,481 | $3,620-59.1% | $2,965-50.1% | $4,751-68.8% |
| Participant deferral / active EE | $11,051 | $5,548+99.2% | $4,851+127.8% | $6,710+64.7% |
| Admin fee / account holder | $22,575 | $11,591+94.8% | $8,252+173.6% | $11,403+98.0% |