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 | $288,512 | $81,460+254.2% | $103,333+179.2% | $80,856+256.8% |
| Participation rate | 84.8% | 66.8%+18.0pp | 74.5%+10.3pp | 67.6%+17.2pp |
| Annual return | 13.03% | 25.55%-12.5pp | 24.88%-11.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $6,768 | $3,105+118.0% | $3,868+75.0% | $2,755+145.7% |
| Participant deferral / active EE | $4,441 | $3,869+14.8% | $5,057-12.2% | $4,296+3.4% |
| Admin fee / account holder | $7,338 | $6,566+11.8% | $8,355-12.2% | $6,918+6.1% |