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 | $329,100 | $177,572+85.3% | $154,803+112.6% | $142,382+131.1% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 13.63% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $18,358 | $4,810+281.6% | $4,305+326.4% | $4,299+327.0% |
| Participant deferral / active EE | $8,778 | $6,272+40.0% | $5,540+58.4% | $6,507+34.9% |
| Admin fee / account holder | $123,806 | $16,786+637.6% | $14,329+764.0% | $12,624+880.7% |