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 | $257,141 | $109,881+134.0% | $150,045+71.4% | $84,808+203.2% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 15.98% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $9,402 | $3,561+164.0% | $4,693+100.3% | $2,631+257.4% |
| Participant deferral / active EE | $17,623 | $6,636+165.6% | $7,997+120.4% | $4,212+318.4% |
| Admin fee / account holder | $12,743 | $8,568+48.7% | $13,435-5.2% | $7,344+73.5% |