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 | $384,124 | $172,478+122.7% | $145,661+163.7% | $142,382+169.8% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.2%-5.8pp | 80.1%-8.7pp |
| Annual return | 15.50% | 151.09%-135.6pp | 101.46%-86.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,996 | $4,899+2.0% | $4,238+17.9% | $4,299+16.2% |
| Participant deferral / active EE | $12,391 | $8,348+48.4% | $7,198+72.1% | $6,507+90.4% |
| Admin fee / account holder | $21,868 | $16,864+29.7% | $12,466+75.4% | $12,624+73.2% |