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 | $288,403 | $93,571+208.2% | $135,903+112.2% | $75,163+283.7% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 19.34% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $5,953 | $3,537+68.3% | $4,856+22.6% | $2,670+123.0% |
| Participant deferral / active EE | $7,953 | $6,404+24.2% | $7,758+2.5% | $4,125+92.8% |
| Admin fee / account holder | $337 | $6,975-95.2% | $10,762-96.9% | $5,651-94.0% |