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 | $330,939 | $72,492+356.5% | $87,100+280.0% | $72,985+353.4% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.9%+19.7pp | 69.5%+27.1pp |
| Annual return | 21.02% | 24.46%-3.4pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,331 | $1,894+23.1% | $2,521-7.5% | $2,440-4.5% |
| Participant deferral / active EE | $2,913 | $3,270-10.9% | $4,049-28.0% | $3,607-19.2% |
| Admin fee / account holder | $20,168 | $5,055+299.0% | $7,497+169.0% | $5,124+293.6% |