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 | $289,019 | $175,202+65.0% | $149,673+93.1% | $139,434+107.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 11.84% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $8,711 | $5,474+59.1% | $4,818+80.8% | $4,751+83.4% |
| Participant deferral / active EE | $5,234 | $6,519-19.7% | $5,680-7.9% | $6,710-22.0% |
| Admin fee / account holder | $9,301 | $16,150-42.4% | $13,210-29.6% | $11,403-18.4% |