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 | $585,396 | $135,952+330.6% | $123,892+372.5% | $273,961+113.7% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 7.24% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $11,353 | $5,170+119.6% | $4,617+145.9% | $4,869+133.2% |
| Participant deferral / active EE | $13,655 | $6,343+115.3% | $5,984+128.2% | $5,287+158.3% |
| Admin fee / account holder | $98,768 | $9,817+906.1% | $8,357+1081.9% | $10,132+874.8% |