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 | $421,762 | $214,378+96.7% | $200,582+110.3% | $142,382+196.2% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 47.69% | 46.41%+1.3pp | 42.33%+5.4pp | 217.08%-169.4pp |
| Employer contribution / active EE | $5,769 | $6,841-15.7% | $6,419-10.1% | $4,299+34.2% |
| Participant deferral / active EE | $17,378 | $9,865+76.2% | $9,331+86.2% | $6,507+167.1% |
| Admin fee / account holder | $24,898 | $17,692+40.7% | $16,305+52.7% | $12,624+97.2% |