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 | $319,952 | $74,888+327.2% | $71,209+349.3% | $142,382+124.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.87% | 345.14%-325.3pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $10,835 | $2,854+279.6% | $2,721+298.2% | $4,299+152.0% |
| Participant deferral / active EE | $13,105 | $4,454+194.2% | $4,175+213.9% | $6,507+101.4% |
| Admin fee / account holder | $1,458 | $5,568-73.8% | $5,349-72.8% | $12,624-88.5% |