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 | $445,223 | $177,572+150.7% | $154,803+187.6% | $142,382+212.7% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 12.80% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $13,762 | $4,810+186.1% | $4,305+219.6% | $4,299+220.1% |
| Participant deferral / active EE | $11,182 | $6,272+78.3% | $5,540+101.8% | $6,507+71.8% |
| Admin fee / account holder | $2,710 | $16,786-83.9% | $14,329-81.1% | $12,624-78.5% |