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 | $255,848 | $101,724+151.5% | $164,813+55.2% | $80,856+216.4% |
| Participation rate | 95.4% | 71.8%+23.6pp | 78.6%+16.8pp | 67.6%+27.7pp |
| Annual return | 20.41% | 16.72%+3.7pp | 69.93%-49.5pp | 35.59%-15.2pp |
| Employer contribution / active EE | $6,144 | $2,953+108.0% | $4,341+41.5% | $2,755+123.0% |
| Participant deferral / active EE | $13,472 | $4,477+200.9% | $6,031+123.4% | $4,296+213.6% |
| Admin fee / account holder | $21,897 | $8,227+166.1% | $12,690+72.6% | $6,918+216.5% |