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 | $254,095 | $81,248+212.7% | $155,509+63.4% | $80,856+214.3% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.6pp | 67.6%+27.1pp |
| Annual return | 16.10% | 33.31%-17.2pp | 64.67%-48.6pp | 35.59%-19.5pp |
| Employer contribution / active EE | $8,989 | $3,100+190.0% | $4,672+92.4% | $2,755+226.3% |
| Participant deferral / active EE | $2,144 | $3,452-37.9% | $5,626-61.9% | $4,296-50.1% |
| Admin fee / account holder | $3,796 | $7,997-52.5% | $15,912-76.1% | $6,918-45.1% |