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 | $353,411 | $109,881+221.6% | $150,045+135.5% | $84,808+316.7% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.6pp | 68.3%+26.6pp |
| Annual return | 18.57% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,889 | $3,561+9.2% | $4,693-17.1% | $2,631+47.8% |
| Participant deferral / active EE | $17,665 | $6,636+166.2% | $7,997+120.9% | $4,212+319.4% |
| Admin fee / account holder | $1,269 | $8,568-85.2% | $13,435-90.6% | $7,344-82.7% |