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 | $323,491 | $76,552+322.6% | $123,892+161.1% | $62,891+414.4% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 19.96% | 18.68%+1.3pp | 47.52%-27.6pp | 20.14%-0.2pp |
| Employer contribution / active EE | $31,645 | $2,883+997.8% | $4,617+585.4% | $2,281+1287.4% |
| Participant deferral / active EE | $9,811 | $4,840+102.7% | $5,984+63.9% | $3,203+206.3% |
| Admin fee / account holder | $12,334 | $4,826+155.6% | $8,357+47.6% | $4,296+187.1% |