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 | $286,094 | $76,407+274.4% | $150,298+90.4% | $82,448+247.0% |
| Participation rate | 98.5% | 66.4%+32.1pp | 77.8%+20.7pp | 68.1%+30.4pp |
| Annual return | 13.70% | 39.99%-26.3pp | 62.79%-49.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $10,306 | $2,614+294.3% | $4,154+148.1% | $2,551+304.0% |
| Participant deferral / active EE | $6,107 | $3,214+90.0% | $5,453+12.0% | $4,139+47.5% |
| Admin fee / account holder | $7,033 | $6,352+10.7% | $14,116-50.2% | $7,234-2.8% |