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 | $293,046 | $80,968+261.9% | $96,544+203.5% | $75,163+289.9% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 13.83% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $3,038 | $2,282+33.1% | $2,965+2.5% | $2,670+13.8% |
| Participant deferral / active EE | $9,793 | $3,928+149.3% | $4,851+101.9% | $4,125+137.4% |
| Admin fee / account holder | $10,370 | $6,724+54.2% | $8,252+25.7% | $5,651+83.5% |