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 | $304,179 | $138,347+119.9% | $184,203+65.1% | $80,856+276.2% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.8pp | 67.6%+28.0pp |
| Annual return | 15.02% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,678 | $4,850-24.2% | $6,427-42.8% | $2,755+33.5% |
| Participant deferral / active EE | $9,396 | $7,071+32.9% | $9,131+2.9% | $4,296+118.7% |
| Admin fee / account holder | $4,670 | $10,483-55.5% | $13,901-66.4% | $6,918-32.5% |