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 | $266,830 | $76,552+248.6% | $123,892+115.4% | $62,891+324.3% |
| Participation rate | 97.1% | 73.0%+24.2pp | 81.4%+15.7pp | 69.3%+27.8pp |
| Annual return | 6.76% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $9,388 | $2,883+225.7% | $4,617+103.3% | $2,281+311.6% |
| Participant deferral / active EE | $12,446 | $4,840+157.2% | $5,984+108.0% | $3,203+288.6% |
| Admin fee / account holder | $16,842 | $4,826+249.0% | $8,357+101.5% | $4,296+292.1% |