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 | $318,536 | $136,307+133.7% | $177,821+79.1% | $73,488+333.5% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.7%+7.6pp | 70.7%+24.6pp |
| Annual return | 18.04% | 18.68%-0.6pp | 48.32%-30.3pp | 28.51%-10.5pp |
| Employer contribution / active EE | $4,239 | $3,712+14.2% | $5,918-28.4% | $2,270+86.7% |
| Participant deferral / active EE | $14,101 | $5,829+141.9% | $7,714+82.8% | $3,740+277.1% |
| Admin fee / account holder | $1,124 | $596+88.7% | $12,427-91.0% | $513+119.0% |