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 | $251,507 | $93,571+168.8% | $135,903+85.1% | $75,163+234.6% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 18.19% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $9,491 | $3,537+168.4% | $4,856+95.4% | $2,670+255.5% |
| Participant deferral / active EE | $13,801 | $6,404+115.5% | $7,758+77.9% | $4,125+234.6% |
| Admin fee / account holder | $26,364 | $6,975+278.0% | $10,762+145.0% | $5,651+366.6% |