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 | $343,423 | $138,347+148.2% | $184,203+86.4% | $80,856+324.7% |
| Participation rate | 90.6% | 83.9%+6.8pp | 86.8%+3.8pp | 67.6%+23.0pp |
| Annual return | 15.15% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $5,174 | $4,850+6.7% | $6,427-19.5% | $2,755+87.8% |
| Participant deferral / active EE | $8,598 | $7,071+21.6% | $9,131-5.8% | $4,296+100.1% |
| Admin fee / account holder | $33,125 | $10,483+216.0% | $13,901+138.3% | $6,918+378.8% |