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 | $288,687 | $109,881+162.7% | $150,045+92.4% | $84,808+240.4% |
| Participation rate | 87.2% | 76.1%+11.1pp | 82.3%+4.9pp | 68.3%+18.9pp |
| Annual return | 21.07% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $9,278 | $3,561+160.5% | $4,693+97.7% | $2,631+252.6% |
| Participant deferral / active EE | $12,423 | $6,636+87.2% | $7,997+55.3% | $4,212+195.0% |
| Admin fee / account holder | $8,989 | $8,568+4.9% | $13,435-33.1% | $7,344+22.4% |