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 | $347,413 | $102,828+237.9% | $105,387+229.7% | $152,861+127.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.19% | 20.85%+1.3pp | 26.82%-4.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $6,788 | $4,473+51.8% | $4,213+61.1% | $4,762+42.5% |
| Participant deferral / active EE | $4,867 | $5,465-10.9% | $5,502-11.5% | $5,850-16.8% |
| Admin fee / account holder | $41,707 | $8,683+380.3% | $6,559+535.9% | $11,596+259.7% |