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 | $364,850 | $179,726+103.0% | $156,263+133.5% | $142,382+156.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 16.00% | 77.86%-61.9pp | 59.47%-43.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,323 | $5,069-14.7% | $4,333-0.2% | $4,299+0.6% |
| Participant deferral / active EE | $5,492 | $6,956-21.0% | $6,158-10.8% | $6,507-15.6% |
| Admin fee / account holder | $31,524 | $17,272+82.5% | $14,255+121.1% | $12,624+149.7% |