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 | $554,782 | $214,378+158.8% | $200,582+176.6% | $142,382+289.6% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 15.03% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,769 | $6,841+28.2% | $6,419+36.6% | $4,299+104.0% |
| Participant deferral / active EE | $15,206 | $9,865+54.1% | $9,331+63.0% | $6,507+133.7% |
| Admin fee / account holder | $1,561 | $17,692-91.2% | $16,305-90.4% | $12,624-87.6% |