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 | $277,228 | $101,724+172.5% | $164,813+68.2% | $80,856+242.9% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 13.91% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,561 | $2,953+54.4% | $4,341+5.1% | $2,755+65.6% |
| Participant deferral / active EE | $5,476 | $4,477+22.3% | $6,031-9.2% | $4,296+27.5% |
| Admin fee / account holder | $1,940 | $8,227-76.4% | $12,690-84.7% | $6,918-72.0% |