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 | $388,668 | $95,453+307.2% | $112,040+246.9% | $82,448+371.4% |
| Participation rate | 85.4% | 72.8%+12.7pp | 76.5%+8.9pp | 68.1%+17.3pp |
| Annual return | 15.22% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,894 | $2,318+111.2% | $2,954+65.7% | $2,551+91.9% |
| Participant deferral / active EE | $9,801 | $4,224+132.0% | $5,098+92.3% | $4,139+136.8% |
| Admin fee / account holder | $18,096 | $9,013+100.8% | $12,098+49.6% | $7,234+150.1% |