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 | $434,185 | $214,378+102.5% | $200,582+116.5% | $142,382+204.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 13.96% | 46.41%-32.4pp | 42.33%-28.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,778 | $6,841-74.0% | $6,419-72.3% | $4,299-58.6% |
| Participant deferral / active EE | $9,250 | $9,865-6.2% | $9,331-0.9% | $6,507+42.2% |
| Admin fee / account holder | $4,605 | $17,692-74.0% | $16,305-71.8% | $12,624-63.5% |