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 | $252,316 | $148,978+69.4% | $200,582+25.8% | $84,808+197.5% |
| Participation rate | 95.7% | 84.2%+11.5pp | 86.9%+8.9pp | 68.3%+27.4pp |
| Annual return | 15.46% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,528 | $4,815+35.6% | $6,419+1.7% | $2,631+148.1% |
| Participant deferral / active EE | $11,381 | $7,142+59.4% | $9,331+22.0% | $4,212+170.2% |
| Admin fee / account holder | $25,346 | $13,977+81.3% | $16,305+55.5% | $7,344+245.1% |