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 | $260,533 | $86,929+199.7% | $102,423+154.4% | $80,856+222.2% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+19.0pp | 67.6%+27.9pp |
| Annual return | 18.70% | 18.88%-0.2pp | 29.32%-10.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $4,030 | $2,369+70.1% | $3,023+33.3% | $2,755+46.3% |
| Participant deferral / active EE | $4,462 | $4,118+8.4% | $5,053-11.7% | $4,296+3.9% |
| Admin fee / account holder | $16,379 | $8,049+103.5% | $9,451+73.3% | $6,918+136.8% |