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 | $300,742 | $201,259+49.4% | $184,200+63.3% | $145,959+106.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.07% | 28.98%+1.1pp | 28.80%+1.3pp | 561.95%-531.9pp |
| Employer contribution / active EE | $2,195 | $7,018-68.7% | $6,424-65.8% | $4,661-52.9% |
| Participant deferral / active EE | $12,580 | $9,806+28.3% | $9,132+37.8% | $6,689+88.1% |
| Admin fee / account holder | $5,273 | $16,372-67.8% | $13,907-62.1% | $13,398-60.6% |