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 | $363,584 | $89,753+305.1% | $107,525+238.1% | $84,808+328.7% |
| Participation rate | 73.1% | 68.1%+5.0pp | 75.1%-2.0pp | 68.3%+4.8pp |
| Annual return | 13.29% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,285 | $3,113+5.5% | $3,754-12.5% | $2,631+24.9% |
| Participant deferral / active EE | $8,264 | $4,056+103.7% | $5,116+61.5% | $4,212+96.2% |
| Admin fee / account holder | $7,330 | $7,222+1.5% | $8,919-17.8% | $7,344-0.2% |