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 | $275,696 | $109,881+150.9% | $150,045+83.7% | $84,808+225.1% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 15.33% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,385 | $3,561+79.3% | $4,693+36.1% | $2,631+142.7% |
| Participant deferral / active EE | $11,964 | $6,636+80.3% | $7,997+49.6% | $4,212+184.1% |
| Admin fee / account holder | $1,095 | $8,568-87.2% | $13,435-91.8% | $7,344-85.1% |