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 | $337,781 | $95,803+252.6% | $113,168+198.5% | $84,808+298.3% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 68.3%+14.4pp |
| Annual return | 14.75% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $6,323 | $2,360+167.9% | $2,975+112.5% | $2,631+140.3% |
| Participant deferral / active EE | $8,582 | $4,242+102.3% | $5,107+68.1% | $4,212+103.8% |
| Admin fee / account holder | $2,940 | $8,989-67.3% | $12,068-75.6% | $7,344-60.0% |