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 | $272,578 | $89,355+205.1% | $141,162+93.1% | $72,985+273.5% |
| Participation rate | 86.1% | 75.1%+11.0pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 19.71% | 111.85%-92.1pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $9,866 | $3,114+216.8% | $4,735+108.4% | $2,440+304.4% |
| Participant deferral / active EE | $11,106 | $5,418+105.0% | $6,709+65.5% | $3,607+207.9% |
| Admin fee / account holder | $3,724 | $5,958-37.5% | $10,261-63.7% | $5,124-27.3% |