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 | $292,041 | $81,460+258.5% | $103,333+182.6% | $80,856+261.2% |
| Participation rate | 92.3% | 66.8%+25.5pp | 74.5%+17.8pp | 67.6%+24.7pp |
| Annual return | 20.87% | 25.55%-4.7pp | 24.88%-4.0pp | 35.59%-14.7pp |
| Employer contribution / active EE | $3,447 | $3,105+11.0% | $3,868-10.9% | $2,755+25.1% |
| Participant deferral / active EE | $9,512 | $3,869+145.9% | $5,057+88.1% | $4,296+121.4% |
| Admin fee / account holder | $11,526 | $6,566+75.5% | $8,355+38.0% | $6,918+66.6% |