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 | $288,017 | $109,881+162.1% | $150,045+92.0% | $84,808+239.6% |
| Participation rate | 90.7% | 76.1%+14.6pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 17.10% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,431 | $3,561-3.7% | $4,693-26.9% | $2,631+30.4% |
| Participant deferral / active EE | $8,093 | $6,636+22.0% | $7,997+1.2% | $4,212+92.2% |
| Admin fee / account holder | $6,189 | $8,568-27.8% | $13,435-53.9% | $7,344-15.7% |