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 | $331,156 | $110,257+200.3% | $96,544+243.0% | $139,434+137.5% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 18.37% | 26.32%-7.9pp | 25.84%-7.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,310 | $3,620-8.5% | $2,965+11.6% | $4,751-30.3% |
| Participant deferral / active EE | $10,188 | $5,548+83.6% | $4,851+110.0% | $6,710+51.8% |
| Admin fee / account holder | $4,426 | $11,591-61.8% | $8,252-46.4% | $11,403-61.2% |