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 | $321,775 | $81,460+295.0% | $103,333+211.4% | $80,856+298.0% |
| Participation rate | 94.9% | 66.8%+28.0pp | 74.5%+20.4pp | 67.6%+27.2pp |
| Annual return | 13.61% | 25.55%-11.9pp | 24.88%-11.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $6,453 | $3,105+107.8% | $3,868+66.8% | $2,755+134.3% |
| Participant deferral / active EE | $11,934 | $3,869+208.5% | $5,057+136.0% | $4,296+177.8% |
| Admin fee / account holder | $664 | $6,566-89.9% | $8,355-92.1% | $6,918-90.4% |