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 | $278,442 | $138,347+101.3% | $184,203+51.2% | $80,856+244.4% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.8pp | 67.6%+28.0pp |
| Annual return | 17.61% | 20.02%-2.4pp | 28.81%-11.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $6,474 | $4,850+33.5% | $6,427+0.7% | $2,755+135.0% |
| Participant deferral / active EE | $15,913 | $7,071+125.0% | $9,131+74.3% | $4,296+270.4% |
| Admin fee / account holder | $32,826 | $10,483+213.1% | $13,901+136.1% | $6,918+374.5% |