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 | $293,792 | $106,515+175.8% | $96,683+203.9% | $139,434+110.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 15.38% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,957 | $4,103-27.9% | $3,737-20.9% | $4,751-37.8% |
| Participant deferral / active EE | $12,610 | $5,454+131.2% | $4,878+158.5% | $6,710+87.9% |
| Admin fee / account holder | $39,632 | $7,877+403.1% | $6,730+488.9% | $11,403+247.6% |