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 | $339,127 | $146,267+131.9% | $197,124+72.0% | $82,448+311.3% |
| Participation rate | 85.3% | 84.0%+1.3pp | 86.7%-1.4pp | 68.1%+17.2pp |
| Annual return | 16.55% | 29.61%-13.1pp | 44.34%-27.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $7,816 | $4,723+65.5% | $6,227+25.5% | $2,551+206.4% |
| Participant deferral / active EE | $12,259 | $7,035+74.3% | $9,135+34.2% | $4,139+196.2% |
| Admin fee / account holder | $45,942 | $14,422+218.6% | $16,298+181.9% | $7,234+535.0% |