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 | $288,301 | $89,355+222.6% | $141,162+104.2% | $72,985+295.0% |
| Participation rate | 84.2% | 75.1%+9.1pp | 82.5%+1.7pp | 69.5%+14.7pp |
| Annual return | 26.52% | 111.85%-85.3pp | 71.39%-44.9pp | 81.00%-54.5pp |
| Employer contribution / active EE | $3,790 | $3,114+21.7% | $4,735-20.0% | $2,440+55.3% |
| Participant deferral / active EE | $6,266 | $5,418+15.7% | $6,709-6.6% | $3,607+73.7% |
| Admin fee / account holder | $327 | $5,958-94.5% | $10,261-96.8% | $5,124-93.6% |