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 | $368,638 | $146,267+152.0% | $197,124+87.0% | $82,448+347.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.97% | 29.61%-11.6pp | 44.34%-26.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $9,062 | $4,723+91.9% | $6,227+45.5% | $2,551+255.2% |
| Participant deferral / active EE | $15,767 | $7,035+124.1% | $9,135+72.6% | $4,139+280.9% |
| Admin fee / account holder | $7,191 | $14,422-50.1% | $16,298-55.9% | $7,234-0.6% |