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 | $625,729 | $176,056+255.4% | $159,436+292.5% | $167,490+273.6% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.28% | 331.75%-319.5pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $5,361 | $5,297+1.2% | $4,829+11.0% | $4,837+10.8% |
| Participant deferral / active EE | $16,374 | $7,750+111.3% | $7,352+122.7% | $6,341+158.2% |
| Admin fee / account holder | $1,338 | $12,554-89.3% | $10,799-87.6% | $12,309-89.1% |