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 | $288,539 | $85,766+236.4% | $136,294+111.7% | $70,131+311.4% |
| Participation rate | 86.2% | 74.2%+12.1pp | 81.9%+4.3pp | 69.5%+16.7pp |
| Annual return | 21.85% | 31.45%-9.6pp | 5155.94%-5134.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $4,588 | $2,966+54.7% | $4,695-2.3% | $2,342+95.9% |
| Participant deferral / active EE | $5,359 | $5,051+6.1% | $6,247-14.2% | $3,332+60.8% |
| Admin fee / account holder | $7,943 | $5,420+46.5% | $9,243-14.1% | $4,645+71.0% |