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 | $427,272 | $154,228+177.0% | $145,433+193.8% | $137,256+211.3% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 12.92% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $20,958 | $4,804+336.3% | $4,554+360.2% | $4,156+404.3% |
| Participant deferral / active EE | $14,061 | $8,216+71.1% | $7,897+78.0% | $6,407+119.5% |
| Admin fee / account holder | $71,549 | $14,344+398.8% | $13,129+445.0% | $12,270+483.1% |