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 | $272,744 | $68,719+296.9% | $91,541+197.9% | $84,808+221.6% |
| Participation rate | 92.9% | 64.5%+28.4pp | 69.8%+23.1pp | 68.3%+24.5pp |
| Annual return | 13.17% | 19.12%-6.0pp | 20.50%-7.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $3,309 | $1,920+72.3% | $2,505+32.1% | $2,631+25.8% |
| Participant deferral / active EE | $8,275 | $3,136+163.9% | $4,008+106.5% | $4,212+96.5% |
| Admin fee / account holder | $4,210 | $5,786-27.2% | $6,956-39.5% | $7,344-42.7% |