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 | $354,049 | $154,228+129.6% | $145,433+143.4% | $137,256+157.9% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 13.18% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $5,816 | $4,804+21.1% | $4,554+27.7% | $4,156+39.9% |
| Participant deferral / active EE | $8,689 | $8,216+5.8% | $7,897+10.0% | $6,407+35.6% |
| Admin fee / account holder | $12,900 | $14,344-10.1% | $13,129-1.7% | $12,270+5.1% |