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 | $313,370 | $165,335+89.5% | $149,696+109.3% | $158,922+97.2% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 15.73% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $9,470 | $5,103+85.6% | $4,644+103.9% | $4,761+98.9% |
| Participant deferral / active EE | $17,646 | $7,181+145.7% | $6,842+157.9% | $5,982+195.0% |
| Admin fee / account holder | $7,423 | $10,807-31.3% | $9,309-20.3% | $11,246-34.0% |