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 | $280,575 | $95,453+193.9% | $112,040+150.4% | $82,448+240.3% |
| Participation rate | 92.5% | 72.8%+19.7pp | 76.5%+16.0pp | 68.1%+24.4pp |
| Annual return | 15.87% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,947 | $2,318-16.0% | $2,954-34.1% | $2,551-23.7% |
| Participant deferral / active EE | $5,910 | $4,224+39.9% | $5,098+15.9% | $4,139+42.8% |
| Admin fee / account holder | $64,255 | $9,013+612.9% | $12,098+431.1% | $7,234+788.2% |