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 | $309,349 | $109,413+182.7% | $156,263+98.0% | $84,808+264.8% |
| Participation rate | 92.3% | 72.7%+19.6pp | 78.9%+13.4pp | 68.3%+24.0pp |
| Annual return | 14.78% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,976 | $2,907+71.2% | $4,333+14.8% | $2,631+89.1% |
| Participant deferral / active EE | $12,563 | $4,590+173.7% | $6,158+104.0% | $4,212+198.3% |
| Admin fee / account holder | $2,398 | $9,357-74.4% | $14,255-83.2% | $7,344-67.4% |