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 | $499,975 | $148,534+236.6% | $135,903+267.9% | $139,434+258.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 14.39% | 79.19%-64.8pp | 68.23%-53.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $6,261 | $5,243+19.4% | $4,856+28.9% | $4,751+31.8% |
| Participant deferral / active EE | $10,874 | $8,100+34.2% | $7,758+40.2% | $6,710+62.0% |
| Admin fee / account holder | $1,286 | $12,400-89.6% | $10,762-88.0% | $11,403-88.7% |