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 | $281,756 | $146,267+92.6% | $197,124+42.9% | $82,448+241.7% |
| Participation rate | 82.6% | 84.0%-1.4pp | 86.7%-4.1pp | 68.1%+14.5pp |
| Annual return | 20.48% | 29.61%-9.1pp | 44.34%-23.9pp | 41.64%-21.2pp |
| Employer contribution / active EE | $7,361 | $4,723+55.8% | $6,227+18.2% | $2,551+188.6% |
| Participant deferral / active EE | $13,646 | $7,035+94.0% | $9,135+49.4% | $4,139+229.7% |
| Admin fee / account holder | $3,537 | $14,422-75.5% | $16,298-78.3% | $7,234-51.1% |