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 | $274,572 | $109,413+150.9% | $156,263+75.7% | $84,808+223.8% |
| Participation rate | 84.8% | 72.7%+12.1pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 16.75% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $6,143 | $2,907+111.3% | $4,333+41.8% | $2,631+133.5% |
| Participant deferral / active EE | $4,223 | $4,590-8.0% | $6,158-31.4% | $4,212+0.3% |
| Admin fee / account holder | $15,955 | $9,357+70.5% | $14,255+11.9% | $7,344+117.3% |