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 | $292,150 | $175,202+66.8% | $149,673+95.2% | $139,434+109.5% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 14.39% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.6pp |
| Employer contribution / active EE | $4,075 | $5,474-25.6% | $4,818-15.4% | $4,751-14.2% |
| Participant deferral / active EE | $9,320 | $6,519+43.0% | $5,680+64.1% | $6,710+38.9% |
| Admin fee / account holder | $29,357 | $16,150+81.8% | $13,210+122.2% | $11,403+157.5% |