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 | $258,459 | $78,422+229.6% | $95,952+169.4% | $79,858+223.6% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 20.58% | 19.37%+1.2pp | 91.61%-71.0pp | 31.71%-11.1pp |
| Employer contribution / active EE | $2,651 | $1,945+36.3% | $2,541+4.3% | $2,471+7.3% |
| Participant deferral / active EE | $12,069 | $3,440+250.9% | $4,167+189.6% | $3,740+222.7% |
| Admin fee / account holder | $4,647 | $5,622-17.3% | $6,795-31.6% | $5,306-12.4% |