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 | $539,651 | $172,111+213.5% | $150,298+259.1% | $137,256+293.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 11.66% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $15,391 | $4,636+232.0% | $4,154+270.5% | $4,156+270.3% |
| Participant deferral / active EE | $9,506 | $6,166+54.2% | $5,453+74.3% | $6,407+48.4% |
| Admin fee / account holder | $6,027 | $16,471-63.4% | $14,116-57.3% | $12,270-50.9% |