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 | $290,563 | $81,248+257.6% | $155,509+86.8% | $80,856+259.4% |
| Participation rate | 90.9% | 66.2%+24.7pp | 78.2%+12.7pp | 67.6%+23.3pp |
| Annual return | 14.46% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,375 | $3,100+8.9% | $4,672-27.8% | $2,755+22.5% |
| Participant deferral / active EE | $9,723 | $3,452+181.7% | $5,626+72.8% | $4,296+126.4% |
| Admin fee / account holder | $27,593 | $7,997+245.0% | $15,912+73.4% | $6,918+298.9% |