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 | $388,696 | $87,013+346.7% | $106,213+266.0% | $80,856+380.7% |
| Participation rate | 96.4% | 70.4%+26.0pp | 75.3%+21.1pp | 67.6%+28.8pp |
| Annual return | 12.13% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,195 | $2,395+75.1% | $3,171+32.3% | $2,755+52.3% |
| Participant deferral / active EE | $7,241 | $3,986+81.7% | $5,016+44.4% | $4,296+68.6% |
| Admin fee / account holder | $9,197 | $8,431+9.1% | $11,033-16.6% | $6,918+32.9% |