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 | $439,104 | $106,584+312.0% | $101,326+333.4% | $142,382+208.4% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 13.62% | 36.93%-23.3pp | 36.82%-23.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,449 | $3,956-63.4% | $3,665-60.5% | $4,299-66.3% |
| Participant deferral / active EE | $10,051 | $8,297+21.1% | $7,994+25.7% | $6,507+54.5% |
| Admin fee / account holder | $11,380 | $11,446-0.6% | $11,185+1.7% | $12,624-9.8% |