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 | $313,038 | $68,719+355.5% | $91,541+242.0% | $84,808+269.1% |
| Participation rate | 88.4% | 64.5%+23.9pp | 69.8%+18.6pp | 68.3%+20.1pp |
| Annual return | 16.83% | 19.12%-2.3pp | 20.50%-3.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,072 | $1,920+7.9% | $2,505-17.3% | $2,631-21.2% |
| Participant deferral / active EE | $11,286 | $3,136+259.9% | $4,008+181.6% | $4,212+168.0% |
| Admin fee / account holder | $6,728 | $5,786+16.3% | $6,956-3.3% | $7,344-8.4% |