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 | $359,639 | $123,793+190.5% | $177,821+102.2% | $79,858+350.3% |
| Participation rate | 95.3% | 84.7%+10.6pp | 87.7%+7.6pp | 69.6%+25.7pp |
| Annual return | 26.09% | 22.82%+3.3pp | 48.32%-22.2pp | 31.71%-5.6pp |
| Employer contribution / active EE | $10,401 | $4,095+154.0% | $5,918+75.7% | $2,471+321.0% |
| Participant deferral / active EE | $11,955 | $5,956+100.7% | $7,714+55.0% | $3,740+219.6% |
| Admin fee / account holder | $21,131 | $7,243+191.8% | $12,427+70.0% | $5,306+298.2% |