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 | $296,039 | $180,028+64.4% | $138,135+114.3% | $158,922+86.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 28.36% | 21.68%+6.7pp | 20.51%+7.9pp | 302.83%-274.5pp |
| Employer contribution / active EE | $10,087 | $7,470+35.0% | $5,587+80.5% | $4,761+111.9% |
| Participant deferral / active EE | $12,266 | $7,717+58.9% | $6,431+90.7% | $5,982+105.1% |
| Admin fee / account holder | $1,913 | $17,912-89.3% | $11,856-83.9% | $11,246-83.0% |